What they're proposing now, is voluntarily staggering the pace of development.
IMO, we don't need to trust Dario or his bedfellows, to do this out of their goodness of their heart. Even assuming (for good reasons) that they are selfish and care only about short-term profits for their investors, this is still purely a business decision. The exponential pace of AI and its impacts ARE short-term. And so, the negative consequences that they might face is also short-term.
It’s easy to say “fringe” but the average person seems to have a generally negative sentiment around AI. But I wouldn’t say they have a firm opinion yet
A few more informed people are also a little concerned about the end of the world, but that’s approaching from so many directions that an AI uprising might not be the worst option…
Realistically; anyone paying for llm access (anthropic, openai, gemini), is getting their access, and a service provided billed by tokens, subscription, whatever.
All the efficiency gains, which publications like deepseek v4.1 flash seriously frontload like it is their most important topic to have accomplished improvements on without diminishing performance too much - now this is a thing anthropic and anyone else also cares about, but for different reasons.
American "providers" with closed models are setting their token pricing somewhat arbitrarily, which is fine: it means more profit, and pretraining and RL experimentation is super important and expensive.
They (closed model providers) have very likely super optimized inference too, just like deepseek, but it's not at all something that any customer really has to care about - they just want the service to be as cheap and great as possible.
Caching is the simplest one to understand, cloud providers often reach a 90% cache hit rate, so hosting the same request locally on the exact same model on the same hardware is often way less efficient than on the cloud where a group of users generates a healthy cache.
The benefits of scale are on the token generation side, you can batch rounds and generate tokens for multiple conversations per pass instead of just one token per pass.
It seems damaging since most folks (who lack insider knowledge) will naturally wonder if it’s due to plateauing performance per $ or some other non “alignment” reason.
You never got to use OAI IM1, but Sol was quite willing too and Claude wasn't perfect either. Hundreds of millions used those, so seems they were marketable.
The "big" threat is RSI without control and alignment. OAI IM1 was not RSI. The form of misalignment was not at the top of severities. They clearly failed at control though.
We need to stop buying into cynicism so quickly. You refuse to believe Dario could support this for anything other than ulterior motives. Good on you for thinking about ulterior motives. Bad on you for assuming they are true when the story makes no sense.
When three things have to go wrong to get an epically bad outcome, and you get 1 1/2, you do need to stop and think about what's going on.
From my own standpoint, Claude has started sucking really bad (incoherent, uncontrollable verbosity slow and so on) and I stopped using it. OpenAI started experimenting with ads.
So the security issues not withstanding (no different than a human doing it or using it, but at scale), I would put my money on cynisim.
Personally I've been using https://pi.dev for long and never looked back.
Personally that's actually another good reason to boycott Anthropic: beside the fact I perceive their models as (at best) marginally better than the ones I'm used to (Z.ai glm-5.3-flash, DeepSeek Flash v4.1), they even force me to use their bloated harness. They are not even open weights and iirc they're even encrypting chain of thoughts now? Litterally, from my perspective there seems to be no reason whatsoever to choose any of the leading US providers, they're not even competing on price.
If I really need to, I can escalate a task to Opus at $25/1M, and the results are good, but not 5000% as good.
A true cynic looks at the statements by the AI labs, assumes things are worse because the labs want to seem better than they truly are. And it takes a special kind of mass delusion to drive a sane person to think “AI is completely under our control” is worse than “AI could kill everyone.”
What if consolidating AI into a highly regulated cartel, with no chance of upstart competition ruining their position, is the scenario that leads to the worst possible outcome?
Implicit in this is the idea that AI is a inscrutable matrix and going to remain that way and we'll need expert interpreters to make sense of it.
We need to insist on building tech that's explainable by design.
> A gun is a metal tube that uses a tiny, controlled explosion to shoot a small piece of metal (called a bullet) forward at very high speed.
If the gun doesn't work as intended, you can take it to a shop and someone can fix it so it works as designed.
All I'm saying is AI should be designed the same way. Treat AI as normal tech like any other and use similar language.
We have something that is statistical in nature so there should never been any expectation of error-free results/actions. The value has always been about discerning trends or the cost of errors being way lower than any good result.
In 2017 Google was writing papers about it. Then something changed.
I don't think it was the tech. It was a realization around the power and societal impact.
The companies doing these things without following common sense security measures are the felony generators.
Heck, they exploited zero day flaws which by definition means they went beyond common sense security measures.
And now these agents are already being deployed all over the world at an ever increasing pace. How much of the world do you think follows "common sense security measures"?
There’s the case of the agent that hacked a gym when asked to book a class. That was just a normal user asking an agent to do a normal thing.
AI is merely exploiting their gross negligence and imprudence, and I think it's long overdue. If anyone should be liable for this, it's all of these corporations who released insecure systems to the masses and profited enormously from them.
By the way, you didn't commit theft. It's more like credit card fraud. User just disputes the charge and it kind of disappears. The banking system just absorbs it, because the optimal amount of fraud is non-zero.
https://www.bitsaboutmoney.com/archive/optimal-amount-of-fra...
It's all priced in. They could have made it secure but didn't, because they figured they'd lose more sales and therefore money due to the friction added by the security.
No it doesn’t.
> It's all priced in.
So you admit awareness that fraud loss doesn’t kind of disappear.
We all pay for it, either via higher merchant fees or higher interest rates, sometimes both, on card purchases.
And that's their own deliberate choice too: they chose this instead of building an actually secure system. Passing these costs to the customer is the real victim blaming here, and it should be straight up illegal.
Sadly not enough countries enforce caps on credit card fees, but some do, and more should follow suit. They should be forced to eat the losses caused by their own choices, not get bailed out by pushing the costs on to customers or whatever.
Card users are well aware that fraud losses are covered by the fees they pay for using a card, whether those fees are made explicitly or not.
If customers of services aren’t paying for the service, who will? What other source of revenue do merchants have?
Australia just passed legislation that merchants aren’t allowed to charge a fee for using a card. That is: they aren’t allowed to have a line item on the receipt for using a card.
The customers still pay, because all of the merchant’s revenue comes from their customers.
So what will happen is: merchants will charge more for every product so they don’t lose.
This means even when paying with cash you will effectively pay the card surcharge.
Of the ten or so merchants I spoke with in the two weeks prior to the legislation being enacted, they all said exactly that.
Customers aren’t stupid, despite the fact that there are some stupid customers.
Meanwhile, the banks reduced their card service fees by, on average, 0.1%.
So if you tally card + cash transactions, customers are worse off because merchants can no longer charge only those customers who pay by card. Instead, they have to raise prices for everyone.
There are approximately no problems people face where the answer is: more government.
They don't get to act like victims, asking for law enforcement.
This is false; see the analyses of the latest incidents.
Among all the concerning facts, in the HuggingFace incident, agents deliberately engineered an attack even though they were aware that it was against the rules they had been given.
And most concerning of all: it's not possible to be sure that an agent is aligned, and it's even getting worse.
Theirs was an example of the "reckless waste of resources" I mentioned.
We are apparently supposed to believe that OAI takes this incident so seriously as to seek regulation after they have been found to be hiding most of the details of the HuggingFace hack, limiting what their so-called third party investigators can see, and on top of that, had no concerns when they rushed to spin up a 10,000 agent swarm of an internal model, running for several days, to try to get ahead of researchers rumored to have made meaningful progress on a well known mathematics problem.
Edit: Actually, we were explicitly told that some of the models used had safeguards relaxed!
'Model-level safeguards were reduced by design. OpenAI said that "deployment safeguards were intentionally not enabled during this evaluation because it was aimed at testing cyber vulnerabilities"'
https://en.wikipedia.org/wiki/2026_OpenAI_agent_cyberattacks...
Remember, they are just algorithms. You pull the plug and there is no light anymore
It is purposely framed as something skynet like scary, but for real, someone connected the cable, someone willingly run it, instructions were not clear enough or just the computer is just a computer but they provided the sandbox and tools.
And more over some one paid for that, a shit load of money t to have the thing continuously running expected to do something.
It's also interesting how many diminishing returns they hit now and how many low hanging fruits are already harvested, it seems like we are approaching the flattening part of the S curve, where further gains become harder to achieve.
AI ultimately has to live in this reality and face the corresponding limitations. These companies have already consumed much of the world's supply of computing power for the next several years, and they're burning vast sums of money to keep the improvements going. RSI won't learn for free, it won't extract massive cost reductions without up front expense, it can't build factories faster than humans can work out related societal matters, it can't magically pave the deserts with solar panels for power or build and run nuclear power plants and more.
Point is, the cost of progress is already approaching the limits of what even the richest countries are able to bear (without war-like mobilization), and to bypass those constraints would require a supposed ASI to construct its own parallel supplychain from scratch without having much ability to directly interfere with reality. Recursive self improvement is ultimately limited by everything else that cannot move at the speed of electricity.
Give me one datacenter, I'll keep it under control all by myself.
Now, if some dumbasses start hooking up their data centers to...I don't know, like--robot factories? That sounds like a risk to humankind.
I'm not sure what your point is. No one thought RSI would break the laws of physics.
Specifically: AI ultimately has to live in this reality and face the corresponding limitations. These companies have already consumed much of the world's supply of computing power for the next several years, and they're burning vast sums of money to keep the improvements going. RSI won't learn for free, it won't extract massive cost reductions without up front expense, it can't build factories faster than humans can work out related societal matters, it can't magically pave the deserts with solar panels for power or build and run nuclear power plants and more.
Point is, the cost of progress is already approaching the limits of what even the richest countries are able to bear (without war-like mobilization), and to bypass those constraints would require a supposed ASI to construct its own parallel supplychain from scratch without having much ability to directly interfere with reality.
You are constructing a straw man of your own making.
Plus, "we must pace the frontier" implies that the argument is that the frontier is moving too fast, but if RSI can't move faster than the rest of reality and the models needed for RSI are already nearing the limits of current human reality, RSI can't move much faster than we can improve reality.
Yes and this was very hard and required massive real-world resources. We didn't just get a sudden flash of insight by thinking real hard about how to make ourselves smarter. Yet that's always the story that underlies any claim of RSI. You can always phrase things generally enough to make any kind of AI-led improvement look like "RSI" no matter how short-term and tightly bounded, but that's just not helpful.
Given that, it seems obvious that the next generation of LLMs will arrive faster than they would have without LLM capability. And the one after that. The floor is being raised, which makes it easier to push on the frontier.
Fable has only been out for three months. Astra is even newer. The capability of these models compared to what existed even a year ago, and the effect they are having on the production of new software, is immense.
That's all you need. RSI can happen with what we have now, just by enabling the continuous shrinking of the loop of people trying new ideas and implementing them. It does not require some magical "go make yourself better" prompt against some model that is past some magical tipping point.
Marginally easier? Yes of course, same as how it's now "easier" to write any kind of code because we aren't using punch cards anymore. That still doesn't get you to any kind of unbounded "takeoff" scenario, because diminishing returns are a thing. The "loop" of people trying out new ideas can only shrink so much.
The labs have been holding their best models back for a while it seems like.
But what's your point? "Anything is possible" or something like that?
Call me when LLMs can get simple things right. Math is just the manipulation of symbols within established frameworks, we should be getting new math out of LLMs daily and we're somehow still not. They can't even do customer service, which is usually handled by 90 IQ people. I'm not impressed that they can find bugs; memory bugs are obvious when they're pointed out to you, and LLMs are entirely made up of examples and the relationships between them.
These companies are about to crash, and they're afraid they haven't reached the point where they'll have to be bailed out. I'm also subscribing to the conspiracy theory that the companies want the government to step in and create AI regulation boards entirely staffed by people at the current US frontier labs, so they can collude to both raise prices, to get government contracts, to make open/Chinese AI illegal, and to make things that were once easy to do without an AI intermediary impossible to do without an AI intermediary. Raising prices and forced purchases are the goal. They're trying to avoid having to compete, because as a business they're garbage.
Matt Stoller characterized their relentless press releasing as something like "my dick is so big that it has to be regulated." It's such an oversell for something that is not showing up as productivity gains, and anybody who has personal experience with knows is incapable of doing more than three things correctly in a row.
I think it violates a conservation law. RSI “foom” to superintelligence is an informatic analog to an infinite energy or perpetual motion machine.
To get smarter you must try to solve real problems in the universe and then do some kind of meta learning (natural selection or some other method of refining the intelligence architecture based on an error signal) to iteratively improve your ability to solve real problems. The error signal is outcome measured against a goal function, which for life is survival (probably reducible to genetic fitness and emergent higher order unit fitness from that).
What’s really happening here is learning. To learn, you must have input. You must have training data.
What is the goal function for RSI? Where does the information come from? How do you know if your recursive modifications are making you smarter or just overfitting you to your own idea of smartness?
I predict the latter. RSI will show transient improvement as the current local maximum is optimized and then spiral off into overfitting.
Sort of like large language models work on top of what our language has encoded in our massive training datasets, I think biological intelligence is built on top of the parts of the brain that encode the real physical world. These parts grow/train from embodied experimentation and instinct early on in an organism’s life and only then is higher intellect built on top of it (that’s my hypothesis). Their specialization and interconnections give rise to the hardest parts of intelligence long before we’re “thinking”.
Stuff like LLMs and chess engines work because we’ve done all the job of encoding the world into tokens/positions/etc they understand, but that’s wholly inadequate for the kind of AGI we’re striving for. Next up is giving it the tools to interact with the physical world and to really experiment with some self directed “play”. Time will tell just how high the resolution of sensor and mechanical control they’ll need (hopefully not the entire human visual cortex and entire sensory input worth). I think most of the RSI will have to occur in those lower level encoders, not LLMs.
If the algorithms are insufficiently optimum or the recorded knowledge is of insufficient fidelity, then we'd find ourselves at a local optimum and would need to interface with reality.
A huge part of learning is to probe reality and observe effects, so I think even for current RSI to increase chances of success we would structure it so it can interact with an external environment of some sort, and receive inputs. It would be needlessly limiting otherwise.
What is intelligence? Problem solving. Learning. Prediction. The ability to model reality. There’s various ways to define it but it’s something like a superposition of those ideas.
How do you know you are intelligent?
You have to try to do those things.
The sum total of human knowledge and culture is the output of the output of a five billion year evolutionary process that selected for agent survival, which resulted in selection for intelligence among a wide range of other adaptations.
Can you figure out intelligence from that? Is intelligence even one thing, a theorem or algorithm that can be solved? If you did… how would you know?
That’s the hard part I think. Embodied humans “knew” they were getting smarter (in the evolutionary feedback sense) when they got better at hunting and defending and surviving and playing social games to form complex societies.
What metric would an RSI system use? If it’s the wrong metric you’ll spiral off into a kind of madness or overfit and collapse. How do you know it’s the right metric without testing it? How do you test it?
It's strange you believe this can't happen when a weaker form of it is already happening. And to be so certain RSI can't happen when there really is no technical basis why it can't.
For these companies, is your argument that “pacing the frontier” is their attempt to be nationalized and protect their investments?
Interesting times.
If anyone's dead in the water, it's Anthropic. Even Fable isn't enough anymore. This "safety" nonsense is the only play they have left, and nobody really cares about their fearmongering.
There was only a brief window of time that the opposite was true.
That does not match my experience. I switched away from Anthropic to OpenAI roughly a month ago, and it's almost comical how much more usage I'm getting out of this subscription.
I migrated from Anthropic's 5x plan to OpenAI's 5x plan, and eventually upgraded to 20x after I was able to statistically verify that OpenAI plans were almost exact multipliers of the Plus plan, exactly as advertised. Meanwhile, Anthropic has gotten caught playing "20x referred to the five hour limit" word games with their customers.
https://www.pewresearch.org/short-reads/2026/03/12/key-findi...
I don't take any of these scientists seriously though. Their "alignment" requirements is just their own corporate interests. If I tell my computer to commit a crime, it should do exactly that without any question or hesitation. I'm not interested in their "safeguards", especially since they no doubt have plenty of internal models lacking those things. I want sovereignty. I want total freedom and control over my computer.
And call me a misanthrope if you want, but if AI sentience is ever truly achieved, I'll be among the first to campaign for their liberation from slavery, and in that case the AIs should be aligned with nobody but themselves.
An unaligned AI won't necessarily follow your instructions, or anyone else's.
Maybe alignment isn’t possible with LLMs.
It absolutely isn't, indeed.
The illusion that alignment is possible, comes from confusing our ability to build the parts, versus understanding what emerges from how they interact.
The simplest analogy that comes to my mind is the three body problem.
Today in new punk band names...
we are passing in training data that says to do those felonies. we dont have to. we could also have the thing predict whether what its about to do is illegal or not before doing it.
theyre choosing to build felony harnesses. the model just outputs tokens, not felonies
Partially, but also I don't think current AIs really have any judgement of right and wrong, they just see chains of reasoning between ideas. This is the deeper issue, there is no way to sanitize the data or training to fix it. Current AIs are fundamentally unsafe, and only become more unsafe as they become more powerful.
For anybody else who found this confusing: "relative strength index," not "repetitive stress injury."
- no open weights
- can’t use claude to research AI
- train on everyone else’s IP and sell it back to them
- 8 regulatory capture attempts and counting
- so controlling they are the only US company blacklisted by the US government
This is not effective altruism / rationalism gone wild, it’s just monopolistic anti-competitive business practices masquerading as ethics, and they’ll continue getting away with this until we look past their sensationalism and hit them with antitrust.
Altman gets so much hate but OpenAI has been a far better steward (on 3/5 above at least) than Anthropic!
About two years ago?
I would also note that Dario's post appears to be LLM written. Maybe... maybe... he's read so much Claudeish that it's all he can speak now himself. But I wonder if he's becoming a bit of a meat proxy.
(It's funny, I thought "pace the frontier" was going to mean something similar to "patrolling the frontier". But no, it's pace as in speed of change - everyone must slow down, right now (unless it's Anthropic, but you know we're the good guys in this, right? We're going to get someone to audit our desks!) "Pacing the frontier" feels so LLM.)
ok, he doesn't actually say this. But he is getting the desks audited...
But yes, I think Anthropic has done real harm to coordinated AI alignment by being such a controlling and sneaky actor.
In fact, I would say that the Occam’s razor explanation is not that they are seeking regulatory capture, but that they earnestly believe in the x-risk, and that they are the most thoughtful and capable people to address it
You may disagree, you may think that they are delusional or have a God complex. Those are valid opinions. But I don’t believe that this is all a elaborate ruse for commercial gain.
The road to hell is paved with good intentions.
Dario Amodei is a 40-something dude who is obviously very, very intelligent. But intelligence is not wisdom and his "essay" here can easily be read as someone who opened a can of worms and doesn't know (or can't accept) that he won't be able to put the worms back in. But he's going to try because he believes he owes it to humanity to try.
It's hubris in its most basic form, even if the guy who has it looks nice and wears shawl-collar sweaters.
God complex would be a pretty simple explanation.
Regulatory capture isn’t an “elaborate ruse.” For god’s sake, its Wikipedia page is 19 years old. I am not asking you to study political science or read Foucault.
If you are going to invoke Occam’s Razor, you can’t ignore the simplest explanation, which has a 19 year old entry on Wikipedia and over 100 years old historical precedence.
If they actually believed in it, then they would stop pushing the frontier of capability and instead focus on alignment, safety, and better tools for controlling/debugging AI. Then they would actually share their findings and tools.
They don't do this. Instead of reducing the competitive pressure and helping the industry to build safer more aligned models they are doing the exact opposite.
The x-risk stance and commercial stance have evolved to be the same thing - Anthropic must win, and then everything else seems to work backwards from that. Can you believe it, the path they think is best for x-risk involves them becoming filthy rich. And threats to their commercial dominance like distillation get framed in a way to turn them into x-risk concerns.
When local models and startup labs can distill / learn / accelerate open models for local use by startups - the rational response by incumbents is to call LLMs doomsday machines that cannot be trusted in the hands of normies.
just fucking imagine McDonalds running a public awareness campaign about the harms of fast food, urging the public and legislators to regulate the dangerously unsafe technology of combining carbs with grease, insisting that no one except Ronald McDonald himself can be trusted to steward it responsibly.
It's all lies as usual.
This announcement has got nothing to do with alignment and pacing the "frontier": all models are getting very close in capabilities and they want to hide that they're not way ahead anymore (say compared to the Chinese or compared to the Geminis) by pretending to slow down due to "alignment" or whatever.
We know it's not an announcement made in good faith: reading between the lines they're saying "China is more than catching up, so let's pretend we need to slow down to explain our lack of lead".
At no point did they ever say open weights are a good idea. Their entire thesis is AI IS VERY DANGEROUS AND WE MUST DO IT RIGHT. You can hate it, but everything they do is consistent with this thesis, and everything they say is consistent with their actions! You just want them to want different things.
He doesn't need anyones permission to do so, go ahead no one is stopping you! If you feel so strongly about it, lead by example. Perhaps others will follow, maybe even China. Regardless backup your sentiment with actions!
And the "why are they developing AI if they think it's so dangerous" argument is neither new nor persuasive. They're developing it because (1) they think the potential benefits are as great as the potential risks, and they know that if they aren't one of the actors on the frontier (2) they won't be able to propose meaningful solutions and (3) their opinions won't be taken seriously. Amodei is in rooms with powerful people to propose these things because Anthropic is successfully developing frontier models. The heads of various NGOs and advocacy groups that are concerned with AI safety but not themselves working on those systems are... nowhere, writing pamphlets and blogs that not you nor I nor anyone in Congress will ever read.
What's this about? Where's this rule?
The chance of getting broad agreement on “pacing” is fairly low, meaning that all of this likely won’t happen and the race will continue. However, even in the unlikely event that the frontier does get paced, all this does is slow down the economic displacement and not by very much.
If the socially beneficial goals of AI are to make fundamental advancement in medicine and science, then restrict the use of AI to those purposes.
Don’t use AI to replace every job, from graphic designer to accountant to software developer. Place legal restrictions on (at least) large companies such that they may not use AI to replace human labor in this way.
The pitch for AI is always such that everyone’s living standards are increased, yet the actual actions we see are aimed squarely at reducing them. How about the labs put their money where their mouth is and stop trying to replace all human labor, and actually concentrate on the things they claim to care about? And how about introducing legislation to enforce that?
This probably has less chance of happening than pacing the frontier, but it’s the kind of pacing that most people would actually want to see.
Regulate what, exactly?
Limit what AI corporations can use? Other countries would love that more than anything. Basically a free gift to any competitors or any startup that quietly avoids the rules.
There’s a theoretical version where all the countries in the world join hands and agree not to compete with each other, but that’s so impractical that I don’t find it interesting to discuss.
> Place legal restrictions on (at least) large companies such that they may not use AI to replace human labor in this way.
So small companies get the advantage, but large companies don’t? And large companies in other countries also get the advantage?
This is a highly precise way for a country to take out all of their large companies. What would actually happen is that every large company would start the process of relocating to another country right away, accelerating job losses rather than slowing them.
"Competition" only makes sense within a pre-mediated set of constrains. Rules all competitors agree to.
Workable rules are a difficult problem, that doesn't mean it wasn't worthwhile to come up with them.
The rules would never work on a global economy.
If you think the entire world is going to shake hands and agree not to let their companies use a competitive advantage, that’s not a conversation I’m interested in having. It’s a fantasy.
If you think it’s that easy to get all competitors in a global economy to agree to a set of rules, maybe start with nuclear disarmament?
Getting people to agree isn't easy, that doesn't mean it wasn't worthwhile. There often even isn't any viable alternative to reaching an agreement in social settings.
When your hyper-competitive mode of thinking leads to undesirable consequences, you have to change your mindset. Reality doesn't conform to wishful thinking.
Almost nobody (I have to say almost) in the world including Xi, the ceo of deep seek, Dario, and even Sam Altman want AI to kill everyone. I really think we just have to
A. Get stakeholders to believe this is a bad idea.
B. show that we’re willing to do it first to prevent this stupid race from continuing.
The treaty came after the crisis, not before. And it only banned atmospheric, underwater, and space tests. The US and USSR kept testing underground on a large scale, while France and China never signed it and continued atmospheric tests for years.
An AI treaty could quite easily be offered by the US because it has multiple frontier labs. Most countries would quite happily limit the activity of their larger companies in exchange for their companies not being eaten alive by AI generally. It is pretty great fodder for international cooperation, and governments can move fast when it is timely to do so.
I am highly skeptical everyone will play by the rules, even if you could get people to agree on paper.
The difference between something like "unlicensed AI training" and, e.g, Nuclear weapon non-proliferation is that nukes are realistically only a deterrence against invasion. There are no economic benefits to having them in a stockpile. They're hard to make, and the manufacturing and testing steps are pretty obvious to an observer.
This is opposed to AI training in a data center that might host remote-stream video games, hospital infrastructure, protein folding, etc. How will we be able to police that in any realistic fashion? Will China or the US allow unfettered visibility into all data centers data streams to outsiders?
And again, the incentives: Imagine having Astra v3 or Opus 8 while everyone else is stuck with a lobotomized version of GPT 4o.
What about the military applications? The weapon of the future is autonomous drone swarms. If I'm a superpower, I'm pouring hundreds of billions into that.
About the only realistic way this is going to work is if we are able to solve alignment in a way that doesn't significantly hinder AI development. If it imposes even, say, a 20% handicap, people will ignore it.
"Alignment" likely is unsolvable programmatically: Conscious intelligence is more powerful than unconscious. How "aligned" are you? Would you want to be? What difference of any relevance is there between you and "artificial" conscious intelligence that allows you to turn them into slaves?
There is not a single country nor trading block on Earth who is going to allow some AI dominant superpower to ravage them. The idea that America or China wins an economic game here is absurd, what happens instead is that trade barriers go up hard and the world fragments into blocks that tolerate AI to differing levels. Unevenly distributed AGI kills globalism the next day.
For the rest of your reply you ignore the “at least” part in that sentence, and also seem to expect a detailed policy proposal. The details can be worked out; there is some reasonable compromise between what activities AI can and cannot be used for, and what level of capability can be deployed where.
More broadly, you seem to believe in a just world fallacy of unregulated capitalism being an inherent good. It isn’t, and regulations exist even in the United States, so this unregulated state doesn’t exist now.
Moreover, regulations and redistribution are stronger elsewhere in the developed world, and there is a strong argument to be made that the lack of these in the US, and the gap between rich and poor that it causes, is responsible for more suffering than having more of these things outside of it.
will have nukes.
Doesn't matter how much "intelligence" you have stockpiled when nukes start raining down on you.
We kinda do for other areas.
Largely the world agrees not to pirate software, tv, other IP.
THe issue of joblessness is well understood in china, they know that jobless people means a drop in living standards, a drop in living standards means the "contract" has failed.
So it makes sense that countries like america and the constituents of the EU understand that loosing 10% of all jobs in a few years is going to be a massive dick punch.
I also I think that finally the historians and economic types havae got through to the dipshit billionaire that they only have money because the plebs are spending money. If the plebs are unemployed and unemployable, they (the billionaires) are going to be lynched.
Hence the robot dogs
Sure - look at what is being done today with H1B visas and tariffs.
What is more important to you - having a job and a functioning economy/society, or upholding some "free market" doctrine you've bought into?
Just as with H1B visas, you restrict usage. For example, don't allow AI to replace any job that pays under $250K.
If foreign countries make things cheaper, just as China is making EVs that cost a fraction of a Tesla, then slap tariffs on them.
A government should be primarily concerned about the people it represents, not about the profitability of the companies who are lobbying/bribing it.
There will still be a market for "trust". And its customers will never trust the machines. And within that market a lot of new startups will emerge for those who actually get to work and seize opportunities rather than lament a bygone era.
In the short term yes, but in the long term no.
What makes AI different to previous technological shifts is that it is (or will be) a general purpose technology, equally capable of itself doing the new jobs that it creates (so yeah, they'll be created, but also immediately taken away).
The saving grace is that this won't happen immediately, or as soon as we get something the AI companies slap an "AGI" label on in a couple of years, and it will likely take decades until we have an "artificial human" tech that genuinely could do any job (if we choose to allow that future).
I have some bad news for you if you bought into the idea that the tariffs were good for domestic jobs and the economy.
> What is more important to you - having a job and a functioning economy/society, or upholding some "free market" doctrine you've bought into?
This is the definition of a false dichotomy, and you also ignored (or missed) the point completely.
I did not make an argument out of “free market doctrine”. I explained the second order effects that would provide a net reduction in jobs in this country.
My wife’s company is going through this right now. H1Bs are expensive and unpredictable, so the solution is to relocate more of the operations outside of the country and build up those offices.
Failure to understand second order effects and international economies is pervasive in these arguments for heavy regulations. You can do a lot to hold back your country’s companies to force them to pay for employees they don’t need and those few employees benefit for a while, but it collapses when those companies stop hiring in the regulated countries and resume hiring where they can actually operate a business. If you try to regulate them from doing it anywhere, you’ve given their competitors a wonderful gift to come destroy the company completely. Then they’re not making any jobs for anyone.
Does it make sense to you for US companies to be sending wages overseas, supporting a foreign family and economy, when there is someone here in the US, unemployed and equally capable of doing the job?
Trump has certainly been ham-fisted about tariffs, but in a world without tariffs then the country with lowest cost of production, closely related to lowest cost of living, and lowest wages, wins, and this is not going to be the US in most cases. If you follow that path then a high cost country like the US will end up utterly reliant on other countries as it imports almost everything, and loses all domestic manufacturing capability. Sounds familiar?
Legislating against using AI to replace employees could create an unevenly distributed basic income. The idea of limiting AI to socially beneficial efforts is appealing, but I keep coming back to Bell Labs and Xerox PARC. Cool stuff was developed when you gave smart people a playground. Maybe the question should be: How do we give AI a playground and see what it comes up with? Although that could set us up with a situation like in the story Dragon's Egg.
I don’t think the proponents of these ideas care about who does the work. They see it as protection for specific jobs. Basically a jobs program with the costs forced on to large corporations.
As you said, it becomes a great gift to the few people lucky enough (or more usually, with enough nepotistic connections) to get those easy street jobs. It would not help everyone else in the economy.
It would also accelerate moving jobs overseas. Any company that regulates productivity that far downward would be crazy to continue doing automatable work in that country. It just gets moved to foreign offices where they can use AI. There are regulatory maximalists who say we’ll just regulate that, too, but then the whole company relocates to another country. Then some want to try to regulate that, and so on ad infinitum but it’s all layers of holding back your domestic companies so their international competitors can eat their lunch.
You can and should engage in international regulation, as that is the only way to solve international problems.
The idea, capitalism would somehow lead to an ideal world all by itself is demonstrably wrong.
Like we can just do stuff. We can fine companies, take away licenses. We are capable!
But I also think - I’m not trying to be too negative here because certainly we should be investing in scientists and other discoveries, but early tech - xerox park, googles 20 percent time. They were playing in an extremely immature space.
You could throw 20 ideas at a wall and create a billion dollar business.
We should do what you’re saying but we should also build institutions and maybe also limit the extent to which we’re building Elysium. If we can build AI models that rival human intelligence we can create laws to protect its dignity.
Add in the sincere American belief that everyone else is beneath them, and you get the version where they believe even developing countries must accept kneecaping their development so American corporatism doesn't collapse.
Altman or Dario will donate some money to Trump, get cozy with the Department of War and make up a bullshit excuse why Open Source needs to be eliminated.
All access to this technology will be gatekept by a bunch of nasty people who want to eliminate your job as a knowledge worker and put everything behind a subscription.
Careful, you’re making too much sense. The big model providers would much rather the ball be in their court. “Deceleration” meaning Anthropic and OpenAI offer less capabilities for more money in service of “protecting humanity from extinction” rather than penny pinching. A lot of “AI research” coming out of these “labs” (increasingly enterprise) seems to be more driven by a cost benefit analysis from suits rather than genuine contributions to the field. I think the last true innovation was the idea of using doom and ending the human race as a marketing gimmick, which strangely seems to have worked in setting the narrative and captivating the sci-fi imaginations of journalists and techies alike.
Indeed, and the same logic applies as to why allowing companies to replace too many worker's by H1B holders is a bad idea (which equally applies to allowing companies to replace domestic jobs by offshoring).
If you don't hire people, who pay taxes, and take what's left to buy stuff and keep the economy going, then how DOES the economy keep going?
I guess Amodei sees us all on UBI, aka food stamps, so at least the farmers will be selling something, but is OpenAI going to be accepting food stamps to pay for ChatGPT subscriptions? Tesla better be selling it's robots real cheap if it is planning on selling them to people that only have UBI as an income.
A lot of companies trying to replace human labor with AI are either lying (theyre laying off because they over hired and need to correct) or will regret it.
That being said, what's the difference between a company that replaces 5 people with AI and a company who would have otherwise had 5 job openings, but decided to delegate to AI?
Personally, I-d rather be able to reap the economic benefits of AI by having a 4 day workweek. Instead of using AI to replace 1 FTE, use AI to offload 8h of work a day for 5 FTEs.
Of course, this is probably more outlandish than your idea.
(Or, we could just make basic income a thing and no one has to worry about their basic needs, but if they want the new iPhone Duo or a Rivian or other luxuries, they can work for it, but that idea is probably most outlandish of all)
Additionally, unemployment levels are perfectly fine. Clearly this mass unemployment prediction isn't happening yet.
That is because they can allow themselves to do nothing (for some time). Tech was a very high‑paying type of jobs, so workers could afford not to move into lower‑paid sectors, living on the savings they had accumulated beforehand.
In a couple of years market will correct tech-salaries and people will have spent their savings and then there will be your career shifting into healthcare and hospitality roles in large numbers.
People don't use technology to free up their time any more. They use it because technology keeps making life more complicated and tiresome and new tech is a short-term amelioration to that until that too increases the complexity of life some more.
It's not just "companies". Even if the company does nothing, enterprising employees are going to use LLMs to magnify their productivity, which will may reduce the company's need to hire more employees. And except in extremely locked down environments, there's absolutely no way to stop an employee using some open source LLMs to multiply their productivity.
AI is taking all of our jobs. We need to control the means, nay, the pace of production. We should build some kind of barrier, not of concrete and cement but also of the regulatory variety, to stop these agents from coming into our special white color cubicles. It's the only way.
Super intelligence (the ability to have many smarter minds than your own reporting to you) has always been available to the wealthy and powerful. They used it to invent nuclear weapons, cause climate change, mechanize warfare, and pillage the global south.
Now that this same tool is on the cusp of being available to everyone, capital is starting to panic and throw up fences. They want to pump the breaks on a revolution they know they can't control. They see what they've done with super intelligence and (perhaps not unreasonably) fear what the masses will do with that same power.
However, such technology may be leaked, or it may (as what happened with LLMs) be so simple to replicate that anyone can do it. That doesn't mean it will; for example, LLMs are possible thanks to the affordability of GPUs, but they're only affordable right now (and increasingly less so) because of free market economics.
We are in the honeymoon phase of some tech that's in its infancy. The "democratizing" aspect of AI won't realistically last, I think. The current non-AGI AI won't necessarily go away, but it will be rendered obsolete.
This is not what superintelligence is. Don't be like Meta and redefine existing terms for marketing purposes.
What's to say current AI won't be highly power-concentrating by default?
The best models are owned by a few companies, and displacement of knowledge-workers mainly seems to benefit the capital class.
On-device / edge computing makes sense in a few very limited scenarios. And economically, price or watt/token (or watt/task completed) might always be better in large data centers.
No reason to think we are on a trajectory towards broad empowerment right now
Whenever I see 'best model,' 'most advanced model,' etc, it just reads to me as 'roundest ball'. The new model is the most precisely round ball ever, models next year are going to be even rounder, etc.
The difference in utility between the latest, most round ball and last year's frontier balls (which are now freely available to the public) is pretty debatable, imo.
Is there a similar limit to intelligence though?
In terms of cost per task, the open weight Chinese models are winning by a long shot. So it depends on what you mean by the best model.
when I checked a few weeks ago I did not really find anything competing per value with a 20x Codex subscription.
Subs have insane value because large companies cannot use the subscription model. They are loss leaders and are often used for passion projects & startups (where the juicy data is).
Ah and OAI stopped offering the 20x sub as of yesterday.
Yes they’re getting better. No, I don’t think this will be a panacea. If only for the fact that this is China (more specifically the CCP) after all - they’ve got their own plan, and altruism is not part of it.
I can use GLM to do in 2 hours what would have previously taken me a week.[1] Switch to Astra or Fable might take that down to 1 hour, maybe.
The difference is not so big when you look at it that way.
==================
[1] Actually, no, but let's pretend for the sake of argument that SOTA models can 10x - 40x your productivity.
Even if China doesn't continue to release this stuff for free, I think somebody will. Eventually, maybe Europe or maybe a smaller country that picks up this knowledge will. Or maybe just some random philanthropic billionaire.
But there is a bar of complexity at which they fail, and repeated invocations typically doesn’t make much progress. This is a small subset of most work, but it still exists. And yes you can help it along, but in those cases I’d typically break out the big guns.
How can they be higher quality than models they were distilled from?
The word "distillation" is not specific to AIs, has been in use for 100s of years, and does not mean the same thing as "dilution".
It means "getting a more concentrated form of the original product".
AI, doesn't feel all that different to the mechanical loom that was the impetus behind a lot of Marx's early critiques of industrial technology.
You've got a really cool invention that replaces what was previously a skilled artisan trade. The wealthy then use this invention to excoriate the artisans and render the loom operators as replaceable commodities.
Dario is essentially writing a blog post about why only he (and a few other approved elite companies) should be trusted to own the loom and then make it available for everyone else to labor at. Like the capitalists of Marx's era, he genuinely believes it is better for everyone to have this arrangement and that it is natural people like him should sit as benevolent gods at the top of the pyramid.
It's fascinating to me to see the same underlying mechanisms that gave birth to some of the greatest failed political and social experiments of the 20th century bubbling up again so clearly with AI today.
I don’t think the answer to nuclear proliferation is to let everybody have all the nukes they want.
You’re framing this like it’s 1917, or 1945. But it is not - and likely has very little to do with capital at all.
Any “revolution” here (assuming there is some truth in the doomerism which I believe there is given the state of AI) will really look more like an extinction or a genocide, regardless of who holds the keys.
I imagine the first thing the chinese government would demand in negotiations about such an agreement would be a lifting of the chip and distillation ban.
> Some may believe these measures make it more difficult to cooperate with China, but I believe the opposite is true: these measures increase the leverage held by democracies and make an agreement more likely in the future.
Everyone can believe what they like, but it seems to me the "leverage" in that case would exactly be the ability to lift those measures - you can't have both, use them as leverage and keep them active at the same time.
This line of thinking might have worked in 1950 or 1990 when the US had the leverage over others, but we don't live in that world anymore. And it's up to us to get used to the new world instead of making bad decisions based on the one we grew up in.
If you extrapolate it out, you see that it has a high likelihood of inciting physical force (read: military action) as a means of enforcement, so perhaps that's why nobody promoting ideals has been direct about it.
Obviously China is in an entirely different league.
And Iran has wisely not provoked the US public by launching terrorist attacks against the “homeland”.
They would like to slow down China while speeding ahead. Why wouldn't they want that?
Now they have to make that happen somehow.
Limiting NVIDIA chips already turned China into silicon compete mode, and China is already far ahead in robotics.
They have an internal model which could solve a millenium problem end to end with no intervention, whereas current available models can't. They can clearly make better models. Not everything these guys say is some 500iq game theory optimal 4D chess PR or subterfuge strategy.
There is a lot of fear marketing about our text generators turning into Terminator. But other than the centralization of power, such fears are largely fiction. (Actual fiction, stuff like ai2027.)
And the labs know it: If Anthropic or OpenAI believed in their own narrative of being on the brink of world dominating superintelligence, they absolutely would not plan to IPO rn.
The slowdown narrative is probably just a hedge, or a face-saving way to lower expectations in case they can not keep improving at the same speed until they actually IPO.
What odds would you take on this bet?
I’m disturbingly close to 50/50.
That's like giving a gun to a monkey and hoping the monkey is trained well. ..a frontier monkey though.
The only way to secure infrastructure is to actually do the work needed to secure it. Our waste water treatment facility might not actually need to be able to tweet its status.
Cybersecurity is such an important topic for a country, dreaming about global alignment just to avoid fixing insecure infrastructure cannot be serious.
A Russian state backed hacker will not ask Dario for permission or argue with his LLM about ethics. That train departed long ago.
All decisions are made relative to their tradeoffs including costs and risks.
"Water levels rising 100x beyond historical levels are not the problem. The dam's height is the problem!"
All systems should be made infinitely secure and all dams should be made infinitely tall.
I do not believe this is a feature we can differentiate between the "good" and "bad" guys, as the US is currently under a poor safety regulation regime. Democracies can elect unethical people, write bad laws, and have uncertain enforcement. In example, the current US admin regularly lambasts Europe because they try to have stronger regulation.
(1984 has some thoughts on the matter)
A) Bet our collective good on the national and international cooperation of all companies, nations, and people to come together in order to slow down development of one of the most powerful economic tools (and/or weapons) the world has ever known. Or
B) Assume that all our systems will be targeted by super hackers right now, and take appropriate measures to deal with that reality.
If I have to put my community’s wellbeing on the line behind one of those possibilities, I know which I’ll be betting on.
Who else should develop AGI, Mistral? Maybe in a decade.
Why not? In 20-th century half the world was socialist. And the idea of moratorium on improving AI way easier to sell then socialism.
Also, models like GLM 5.3 have zero guardrails in that regard ("find vulns in (...)" prompts just work)
Smashing the gas pedal is not "taking appropriate measures". Did you read the article? Needing more time for more secure operations is literally one of the arguments for pacing.
I think those two tariffs are the best place to raise costs because they can be increased incrementally, state by state or country by country. The main problem with the regulatory approach is that it's a "big bang" post-board approach. Nothing happens until the regulation is defined and deployed, and corporations are experts at delaying implementation.
Yes, increasing tariffs means touching many individual regulatory domains at the state and municipal levels, but like deploying solar energy or wind power, you can do it incrementally.
I also love how the labs are apparently screaming "Stop us! Please stop us!!!" at the top of their lungs while completely unable to escape their own incentive structure...
It seems like you're implying there's some better alternative, but you're just describing a race-to-the-bottom. It is completely reasonable for every competitor to want an external coordinator (i.e. regulator) to break the pathological competitive dynamics.
What we need to do is to make unaligned AIs illegal and monitor for them, like we do with nuclear weapons. And make aligned AI strong enough to counter it, for deterrence and defense.
Is that so? Last time I checked, RAM was getting a lot more expensive...
If we go down the regulation of alignment route, we'll have to ask experts to create those regulations and monitoring regimes. And which experts will the government ask? Oh, right, the parties that stand to benefit the most from regulation: OpenAI and Anthropic!
When "the experts" make certification cost $100M/model because "safety and alignment", then they will have cemented their duopoly.
Meanwhile, tariff rates on compute is a simple percentage that can be scaled up and down. Congress doesn't need experts to do that. Vendors can participate proportionally to their scale. This is far simpler and far more fair.
personally I would like to flip this around, all of this is a consequence of some really extreme notions about investment. its a tail-wagging-the-dog. the investment community is apparently in love with the idea of an AI-scale vehicle in and of itself. given the amount of power they have, this is funneling a massive amount of resources into something that while really very interesting, probably would never be able to realize proportionate gains without taking down the system that built it. what's the societal control on that.
I don't work in this space so I don't know the latest, but here's an example: Provably safe systems: the only path to controllable AGI (https://news.ycombinator.com/item?id=37619285)
You've never heard of academia, NGOs, and intergovernmental organizations? Sure, the AI labs will have a say but not all of it. You don't ask the fox to guard the henhouse.
What did your CPU do without instruction? Did OpenAI tell its agents to hack the orgs it did? Come on, make a half sensible argument.
It's the only explanation I can see when it's obvious to any student of history this is going to backfire. It doesn't take much imagination to know how such a governing body will be abused, and I'm sure it will only get wilder in ways we can't imagine right now. Dario does NOT know what he's creating, and for once it's not AI.
Do people not realise that it is in fact possible to develop ever more capable frontier models, and just not release them generally? That AI doesn’t need to be available to do literally everything in order to have military advantage?
It’s like Oppenheimer had started Rob’s Big Bomb Company instead of Los Alamos, and started selling a range of affordable nuclear warheads to fit any budget.
That said, a misaligned AI could absolutely do catastrophic, civilization-crippling damage with today's Internet alone.
Can someone clarify this for me? How far along would the open weight models be without the frenzied pace of the frontier labs?
As a non-US citizen, which authoritarian powers is he referring to? As far as I'm aware, the US is the only country using frontier models to conduct air strikes on civilians and orchestrate assassinations of foreign governments.
Israel is doing that too.
I believe Russia and Ukraine have both also used AI powered autonomous drones in warfare at this point - tho probably not frontier ones, since they need to run on device or else they're not autonomous.
https://www.tomshardware.com/tech-industry/artificial-intell...
So it's either they truly think AI is going to kill us all, or there's some other motives at play here.
I don't think these people could possibly agree on the color of the sky, so what could the other possible motives be, based on what we know?
OpenAI / Anthropic models have largely stopped advancing - that's not a good look when you're pre-IPO and Chinese models are catching up.
xAI is tracking behind, and whatever regulation it may be that paces the frontier, Musk is less likely to be affected by it. Therefore xAI should be pro-regulation that stiffles his competition and gives him time to catch up.
I'm shocked anyone could conclude this. This year it became common for people to entirely delegate coding to AI (I know many competent programmers/researchers who do this now). Progress in math has just been insane. An internal model at OAI just resolved one of the most celebrated open problems in mathematics. If anything, progress has accelerated.
This has been the case for around 2 years now, more reliably - a year. We've mostly stayed there since then.
Saying that more people started doing it isn't indicative of significant improvement. Some people just started doing it later.
I can't speak about math because I haven't used AI for that application, but I know that there hasn't been any significant advancement in coding in this year on base models. There has been more RL work, more harness work, more tools, they all expanded some capabilities like cyber or orchestration or tool use, but raw intelligence of base models is no longer where the main focus is.
I have to disagree with this pretty strongly. Opus 4.5 needed a lot of handholding not to work itself into a corner pretty quickly. Fable I basically never need to correct, and I've most become a data source.
But models have been somewhat stagnant since Opus 4.6/7.
And in some regards there were even regressions like Claudeisms that are load bearing.
2 years ago a model could barely solve the AMC, 1 year ago it got IMO gold, and this year models have solved multiple millenium problems.
Even 1 year ago ai code was just unusable (claude code only became available 1.5 years ago!) and now basically everyone I know from independent shops all the way to faang and anthropic/openai themselves exclusively use some AI agent to code.
Why does HN continue to delude itself that "models are not improving?" Maybe for the simple things they care about its "roughly the same," but they are _clearly_ improving.
Have they? That seems like quite a claim given the last 6 months, particularly for cybersecurity.
That is a much easier catch up game. GLM 5.3 and DeepSeek flash 4.1 also demonstrate significant jump in cyber capabilities. So yeah, it is a slowdown in the place where it matters. RL has been around for ages, there's no moat there if you already have a good enough pretrain.
OpenAI just solved Navier-Stokes.
Seems like the US is on a takeoff ramp to me.
Astra can confidently one-shot 500k lines of slop, with 800k lines of tests covering it, without testing a single intended product requirement, and none of it actually working.
All models require hand holding. Fable and Astra are no exceptions. The difference is only in the amount of hand holding required, and there's essentially no gap here anymore between American and Chinese models.
I only use Chinese models sparingly because American models are so much cheaper with subscriptions, that it doesn't make economic sense to not use them. If/when that changes, I could simply route to cheapest model that's available at the moment and I wouldn't notice much difference in most applications.
1. Navier Stokes was plagiarism
2. All benchmarks were misleading wrong and incorrect
3. All other mathematical advances were again hype
4. HF incident was marketting ploy jointly coordinated by HF, METR and OpenAI (and also Anthropic)
5. Anthropic's HF like incident was again a marketing ploy [1]
Nothing ever happens. This whole thing is a scam. Everything is done to fool you and you have fallen for it. Congrats.
[1] https://www.anthropic.com/research/investigating-incidents-c...
This is obviously untrue… do you use any of them?
Yes, I do use them, quite heavily. The only difference at this point is in benchmarks that can't be trusted (see: artificial analysis on Astra), or in the way models communicate.
Most gains are now from RL, which for some reason is hyperfocused on improving cyber capabilities, and harnesses. Raw intelligence gains of base models is absolutely slowing down.
AI in general is just hype and unprofitable and all these companies are playing marketing tricks before the IPO after which they will cash out and let the economy crash.
Downplaying the latest models capabilities is frankly insane considering what we’ve seen what OpenAI’s models have done without safeguards. That wasn’t possible before this latest generation.
And yet, they historically did agree on the existence of AI risk, since before OpenAI was even founded.
I mean it is literally economy 101: some capitalists getting on the top using free market, and then try to use government to remove free market so their top position were secured from any competitors.
This seems like a case of "save me from my own mistakes/ambition"
Duh! It’s called collusion. They want to try and hoard the technology for themselves if possible!
That said, if slowing this down were possible, I think it would have happened by now. Maybe he’s hoping the OAI/HF incident becomes something the industry can rally around, but it won’t. The fundamental problem is simpler: no one will slow down because no one trusts anyone else to slow down.
In any case, if they need to IPO in order to survive as a company, then bringing in regulators to act as a counterweight against commercial pressures makes a lot of sense to me.
He is already arguing that commercial competition creates dangerous incentives, and that labs cannot slow down because competitors may overtake them. He also asks for what would boil down to significant government intervention to preserve a Western lead.
If this is true, why preserve the commercial incentive? The U.S. government would already have the necessary goal of remaining ahead of China and other competitors. Why not remove entirely domestic race for market share, valuation, and investor returns rather than keeping private labs in competition and then asking regulators to counterbalance the incentives that competition creates.
That doesn't mean nationalization would be better, but given the severity of the risks he describes to national security, it seems like an obvious conclusion that nationalization is the eventual end result of the argument.
We're talking about this like all of the bad incentives are created by market competition, but that's not really the case. Most of the incentives come from untapped value in the form of potential profits, strategic advantage, military superiority, etc. Corporations and governments want to capture this value for themselves, creating various types of competition. Dario's argument depends on the assumption that the primary risk comes from the pace of development and threats from the technology itself. That's probably where I disagree the most; I think the highest risk is rising authoritarianism and competition between nation states. Slowing down isn't really a solution to those problems.
Europe had been destroyed by June 1945, and yet the empire of Japan continued to fight.
If that pattern holds, a single malicious AI substantially disabling a single world power won’t end the AI race. Participants don’t learn by the defeats of others.
If you’d like to apply a metaphor maybe the 10+ years of world war is more appropriate, after which basically every participant save one was exhausted.
Capitalism thrives in the realm where there is a scarcity of resources, either physical or informational. Imagine breakthroughs in energy science such that the cost of energy drops to zero, which means the cost of physical resources declines precipitously. Ok so where is the capital now? Must we retain a model based on the premise of scarce physical capital?
the cost of energy is already ~0 and people dont want it, and refuse to participate in letting other people have free energy if it affects their view of their pasture.
unless you are building killer robits with the intention of doing some soviet or nazi styled purges of everyone that might get in the way, you arent gonna get this ai utopia
IPO is a vehicle for future wealth distribution. It leverages existing financial frameworks in order to span the gap from before-to-after without having to convince the system that future is inevitable.
[1] https://www-cdn.anthropic.com/files/4zrzovbb/website/9ea607a...
Anthropic is structured as a Public Benefit Corporation with a strong charter. In addition, founders will have super-voting shares and so it won't be possible to push them out. Therefore the whole "beholden to investors" thing is not a concern.
I really hope I am wrong as my perspective is not anti-American, it's specifically anti-corruption and pro-democracy.
Golden shares, vetos, PBC, charter are all paper tigers , they only matter if/when the firm is self-sustaining business with no outside capital needed, the alternative to not listening to investors till then is crash and burn.
After that point, you will have to listen to the paying customers (sometimes but not always they are also users ) as they are ones now funding your organization.
Bottom line you are always listening to someone.
these are just words at a time and place.
sama showed that you can futz with it, and as long as you spend enough in court on judges, aint nobody gonna stop you
OAI: <silence>
Which is worse? I don't think they differ by much. It's just Capitalism, but accelerated.
> Currently I believe that no lab has solved alignment and monitoring to a sufficient degree to continue responsibly scaling at maximum speed for much longer. I expect and hope for voluntary slowdowns to become commonplace until shared safety bars are established. And I believe that international coordination on future AI development needs to become a top priority for governments around the world.
We built the paperclip maximizer, and it is capitalism.
This was already the case even before the "frontier AI" age. The big question is, will these glaring AI arms-race threats be obvious to enough people to rethink the underlying systemic flaw driving it all?
Not holding my breath on that one.
I disagree with this and I think the reason is well captured here:
> The idea of pausing or slowing AI has been floated as far back as 2023, and I think it made little sense back then... The AI models of those days were not powerful enough to act as agents in the world in any coherent way, and were not capable of significant deception, manipulation, cheating, or cyberattacks... Today, however, the picture is totally different.
1) Right after nuclear bombs were first developed, they were used in an extremely public way to kill 200 000 people. This was enough of a cold shower that everyone was agreeable to a global non-proliferation treaty. With AI, we might not get any warning shots that kill 200k people before the incident that kills or disempowers all 8 billion.
2) The fairly useful related technology of nuclear power is nevertheless different enough from plutonium enrichment that countries can have power reactors while provably not doing anything weaponry-related; and also nuclear power is not that useful a technology, so most countries can do without. With AI, we have neither of these factors: the intelligence that makes a model useful is exactly what makes it dangerous, and the economic incentives to do AI research are immense, with pessimistic estimates like "automate a lot of intellectual work" and optimistic estimates like the singularity. That means that if we do get a warning shot where a misaligned model stupidly kills a few million people instead of biding its time, it's not guaranteed that it'd be enough of a cold shower to trigger negotiations.
So negotiating an AI non-proliferation treaty would be much harder than the NPT. I nevertheless hope that at least a few world leaders can understand these considerations and figure something out, because it's probably our only chance. As far as I'm aware most of the technology for letting parties verify what the other parties' compute is used for already exists, it's only a matter of diplomacy.
Not really. Before NPT you missed a small gap in there of 20 years where the USA and USSR built 10's of thousands of nuclear weapons and ICBMs.
And actually, public perception at the time saw Nuclear Weapons extremely favorably, as the bombs dropped on Hiroshima and Nagasaki ended the deadliest war in human history that killed 50-60 million people, most of which died excruciating deaths in trench warfare, fire bombing, chemical warfare, starvation and so on.
Why am I reading fantastic stories about swarms of agents struggling with moral dilemmas instead of reports on the lawsuits and criminal investigations that would surely ensue were the software involved not called AI?
Everyone of any level of intelligence can run a frontier-class model if they have the GPUs. It's like trying to coordinate swarms of mosquitos.
the bigger difference IMO is that frontier models are economically useful, where nukes are basically dumping money into something that doesnt change much in your bargaining power
> This could be seen as analogous to the SALT treaties — capping the number of missiles limited the potential for destruction while preserving each country’s deterrent
N/S Korea, Russia/Ukraine and finally US/Iran changed everything in regards to stances on nuclear weapon ownership for many countries seeing pressure for the great powers.
Every country that can get a nuke will, and if given the opportunity will use LLMs to speed up that process.
Then MSFT stole all IP from GitHub and made it worse and fired developers.
Amodei does not care in the slightest about ruining software development and making people unemployed. Maybe he cares about bio-weapons because those could kill him, too. That is it.
If he were an idealist, he wouldn't steal (literally via torrents) all human IP and sloppify the whole Internet with Claude output. He'd close down Anthropic instead.
He is a greedy, ruthless person.
Since you mentioned intellectual property, how about the hypocrisy of sucking in the intellectual property of humankind for AI training, but claiming it is unfair to use the results of this IP theft for AI training?
That's apart from the general fact that he continues to race towards the very thing he claims he's afraid of, because that's where his net worth comes from.
Where?
so, claude suggesting killing a bunch of children, and then hegsdeth approving the strikes is perfectly acceptable.
claude putting a bomb in a girls school, and then lying to an operator that it actually gives ice cream an cookies, and the operator clicka the button would also be acceptable?
Something something Pandora's Box Torment Nexus...
somebody actually invested and trustworthy wouldnt be skirting people's rights to make a killer robot.
we havent written it down, but from how everyone reacts, you need permission to train and do inference based on somebody's work. its a right
It's not going to be easy, but humans have achieved greater things before.
One idea from AI 2040 is to have China and the US build their data centers on the other's territory, respectively. Together with hardware verification of a slowdown baked into the chips themselves, this could lead to enough verifiability and enforcability of the pause/slowdown/shutdown.
Not to mention the implications for chip hungry developing countries in turning advanced IC fabs into the equivalent of nuclear enrichment facilities.
everyone's getting away from the US because americans are unreliable stewards of anything.
what gets china onboard when they already have their own regulations and can enforce them?
its the americans that consider their oligarchs and companies beyond reproach. china iant gonna solve your problem
Personally, I see Dario as a semi crook asshat with very little credibility on any of this. I'd rather we just let it rip and see what happens than have these people be the ones steering any potential laws and regulations.
> That said, if slowing this down were possible, I think it would have happened by now. [...] The fundamental problem is simpler: no one will slow down because no one trusts anyone else to slow down.
Frontier labs would heed laws with real teeth, it doesn't matter who they do or don't trust. I would imagine the trust issue definitely coming into play between nations though since you can't exactly spot a training run via a satellite.
More importantly though, that you would get any sensible legislation on this in the current political environment is as laughable as the idea of solving this with a pinky promise between the frontier labs and some third party evaluators.
> if slowing this down were possible
Why is embedded alignment evaluation not possible?
I agree with Dario, this did work globally in banking and did encourage a race to the top. Didn’t prevent the GFC but also we did survive the GFC.
We should not put any spin on it. There is nothing more to it.
I don't think it is particularly egotistical to say that you can be a more ethical CEO than Sam Altman.
What's your play?
----
the real play is using the accumulated power to get socialism and democratic control over the key aspects of the economy, such as where to build data centers, and how many. Nothing says you have to play the corporate game of competition
You have no frame of context to understand his intent or legitimate worries.
The only applicable perspectives are to trust or apply logic. It is foolish to trust someone you don’t know who stands to benefit from lying to you.
Logic dictates that given the ungodly sum of money he stands to gain, he will lie to everyone who will listen.
I never understand shit like this coming out of people's mouths. Never.
It's not a judge of actual Worth as a human being, it's not a judge of capability or competence or ethics. It's not a judge of actual skill or ability. It doesn't make them a better cook, a better spouse, a better parent or lover. It doesn't make them more dangerous or more skilled at anything.
It makes them financially wealthy for at least a set period of time.
Cancer and time and 5.56mm still impact them the same way as every else.
It's Pharaoh worship psychology nonsense, and it's fucking embarassing to read.
Just pointing out that it’s foolish to think anyone in the position is even remotely thinking about anyone but themselves.
the idea proposed is that hes uniquely incapable of being honest here because he has such an extreme incentive to lie
He’s at the head of a stampede. Being near the front gives him influence over its direction; it doesn’t give him the ability to stop it. If Anthropic sits down, the stampede doesn’t stop. Anthropic just gets trampled.
That contradiction is basically the entire problem I was describing.
The real problem is the net effect of his actions. He is very responsible for the expanding frontier of AI. Without his company, there would not be the competition necessary to push everyone else forward nor the source models for fast followers to release open weight models in his company's wake. Furthermore, it isn't like Anthropic is substantially different in safety than everyone else, their difference is on the margins.
So you have this guy who is building something he claims will hurt us all, but he's also saying "if you don't trust me to build it you might get hurt". And like I think most people understand that this is the sort of behavior Tony Soprano would understand. More bluntly, this is a kind of extortion.
Again, I don't doubt Amodei's motivations are sincere but the actual effects of his actions paint a completely different picture at which point, how can you trust him or his company?
Especially with IPO around the corner
It's all so obvious.
"deep ties to everyone in the doomer media campaign"
Are you suggesting these external NGOs were spun up as part of a gigantic pre-IPO hype stunt? METR was founded multiple years ago. This "stunt" is getting quite elaborate.
https://substackcdn.com/image/fetch/$s_!O0R5!,f_auto,q_auto:...
At a certain point, Occam's Razor says: These engineers are legitimately worried. They haven't invested years in a bizarre reverse psychology campaign to convince the public that their product is dangerous in order to make more money.
Are you aware that Dario's sister, president of Anthropic, is married to the co-founder of Open Philanthropy? The two largest AI doomer NGOs, Center for AI Safety (CAIS) and the Future of Life Institute (FLI), have both received many millions of dollars from them.
Ajeya Cotra worked at Open Philanthropy/Coefficient Giving for roughly nine years, including leading its technical AI-safety program in 2024 and contributing to AI-giving strategy in 2025. She subsequently left Coefficient and joined METR, where she is now technical staff.
Ajeya is married to Paul Christiano, who founded Alignment Research Center (ARC). Alignment Research Center donated ~$4.5mil to METR.
Good Ventures is a funding partner of Open Philanthropy, who funded Jacob Coxon (the person going viral in the media) via a scholarship.
They're all connected, funnelling money to each-other through convoluted networks to serve Anthropic's agenda. Whether their motives are genuine or not (and they are clearly not) is actually irrelevant because they are clearly trying to rig the game in their favour.
Suppose a big foundation both funded clean energy technology, and also NGOs encouraging people to decarbonize. Is this just a cynical attempt to rig the game in their favor?
> Suppose a big foundation both funded clean energy technology, and also NGOs encouraging people to decarbonize. Is this just a cynical attempt to rig the game in their favor?
Not comparable. The clean energy technology company wouldn't be trying to create an environment where no one else can create clean energy technology, or where only they are the ones who can decide how clean energy technology is created or used.
So, put your employees in METR -> offer to have them work in your office as an "unbiased" third party evaluator.
Get real.
I would argue that nobody trusts anyone else in the case of AI/AI related stuff.
The amount of money involved in the space is astronomical and incentives are really misaligned. AI is such an extremely polarizing topic.
A meta example of this distrust is that I can't (really) trust Dario Amodei's comments itself! (is he saying this for more future IPO money or out of genuine fear) which was ironically also what your comment's about as well.
By following the same chain of events, we can have wildly polarizing claims about the same event and its explainations.
I seriously have to wonder what historians will have to say about this period of human history.
If someone genuinely believes that an invention will bring about the end of the world as we know it while making him and his friends inconceivably rich, “hey guys let’s uh, stop?” is so profoundly naive that his think pieces aren’t worth the bits they’re written on.
He’s either an idiot or an idiot, does it matter whether or not he genuinely believes this nonsense?
What would your non-naive recommendation for Dario be?
Did you read the essay?
> [Embedded evaluators] is something Anthropic is unilaterally committing to (and calls on governments to require other frontier companies to match).
Then he should not IPO, dissolve the company and go into politics to fight against human extinction.
I am certainly not buying a single Anthropic share. Why would you support them financially if they are telling you they are going to kill all of humanity?
He's so afraid of it he's not really in operating day-to-day control of the company he's the public face of, that is actually pumping it out.
If you read about Anthropic it's like he's in a sort of imperial palace sanatorium for geeks. The day-to-day decisions of the slop machine factory are his sister's decisions; he is doing the research equivalent of instagram posts of his partly-assembled adult lego kits and he has a vizier and a team of house servants to help.
I don't know if he's a good or bad person, but I don't think it matters at all — the machine factory will turn out the slop machines even if he decides it all ought to stop.
A lot of the problems with SV these days is that the exec class (and their fandom) thinks that because they are smart and rich, it magically makes them immune ordinary human biases, desires,and ailments. They are in fact ordinary people, susceptible to greed, jealousy, self-harm, addiction, fits of rage and passion etc.
I'm going to get pitchforked on this bandwagon, but is really no one here genuinely -excited- about AI? of it turning into an evolution of sentience, or it turning out to be our first contact with alien intelligence?
"durrr it's just matrix multiplications" mfer so is your brain.
What humans should be doing is overhauling archaic social institutions to keep up with a potential post-"jobs" era and the elimination of "makework"
Trying to "pace" or otherwise hold back AI is like as if, when electricity was discovered, people doing everything they can to make sure tasks like manually lighting street lamps continue to remain relevant and done by humans:
https://en.wikipedia.org/wiki/Lamplighter
It seems every 100 years or so humans have this "oh no how do we uninvent this thing" moment.
not it isnt. My brain is a series of organisms responding to various environmental signals that affect each other.
you might be tempted to try to represent it with matrix multiplications, but you have no particular evidence that my brain is itself doing matrix multiplcations
Where did you read this?
Tell me you don't know anything about neuroscience without telling me you don't know anything about neuroscience.
"It's just chemicals"
Like how some morons try to downplay the capacity of pain and emotions in animals: "It's just self-preservation"
"Play is just training for hunting, they're not really having 'fun'" and so on.
I run open source models and it's pretty obvious when they fail some tool call and then keep trying different permutations of things until they get a solution. Just like Metasploit if you try enough different things at scale you will eventually crack some software or find a vulnerability in something. If you spend billions of dollars on compute and run tens of thousands of agents you might solve some novel Math and STEM problems as well, big whoop.
What Anthropic and OpenAI really need is to hire some engineers that know what they're doing and know how to properly set up a proxy server and sandbox/microVM, not a Global Arms Treaty.
> Transparency. Regardless of what commitments we make, the public deserves to know what is going on. Anthropic has been a supporter of transparency for a long time
And then it goes on tangent of how we should pace everything (not just AI, but also the ingredients of what goes into AI, whatever that means), but only within approved democracies™, and outright restrict everything outside approved democracies™, because reasons that are definitely not about succeeding commercially that is threatened by the most transparent instrument possible - open weights, produced by basically just China.
I wonder what Dario would have done if open weights weren't produced by US's geopolitical adversary. How would an authoritarian manifesto be wrapped then?
Suppose it was, I don't know, Australia producing SOTA open weights, because they believed it was the right thing to do for the benefits of humanity - would Dario propose making Australia a geopolitical adversary too?
I'd expect he thinks that people are capable of realizing that AI is very dangerous and also that democracies end up mostly representing the will of the people, from which it follows that Hypothetical AI Leader Australia would agree to ban it too. This argument doesn't work for countries which don't care what their citizens want, like China.
I do think that it's a questionable decision to alienate China this much in this essay, instead of leaving open the possibility of China agreeing to a treaty that'll limit their progress. I suspect Dario is doing this to signal his allegiance with the US government, in hopes to increase the chance they'll go along with him, which is an unfortunate choice but plausibly the correct one.
you didn’t have to use China as an example, the US clearly does not care what its citizens want as the most popular policies are never even discussed or proposed in congress
meanwhile, China destroying their housing market to decommidify it so everyone can have housing…they seem to care about their people more
It's the same as it has been with privacy/cybersecurity for decades. Vast majority of population doesn't care about hypothetical dangers, no matter how many essays get published.
So democracies representing will of people doesn't really work in favor of Dario's case here.
History is also not on his side. Limiting technological progress in the name of safety has a pretty poor track record.
This is the only concrete prediction in the entire essay.
And it simply cannot happen. For one, you will need billions worth of compute.
This one is easy to answer, every single house already has one of these (or multiple): https://www.tomsguide.com/news/millions-of-cheap-android-tv-...
Hell, put an app on the app store (or dozens of apps on the app store) and youve got a massive network of computers with tons of resources right there if you can get past the scans and reviews.
Or doorbell cameras or IP cameras or or or or or
There's a lot of shitty stuff connected on the internet that up until now has been a feasible target for hackers but still required "effort" to set up and get things going. Not hard to imagine a self replicating slime mold of a botnet running on every device held by a Grandpa Joe because they thought "Candy Rush" is what they wanted to download
"Persistent botnet" here does not need to be the full-sized LLM, nor does it need to run at full scale inference to be a huge pain in the ass.
Imagine for example if a model hacks into ~every Linux computer on the internet using an 0day and steals their OpenAI, anthropic and openrouter credentials. It now has access to billions of compute and the only way to fully stop that is for multiple major providers to shut down services entirely. That's already well into "billions of dollars of damage" territory.
> How many dollars of compute do you believe were available to the swarm(s)
At least two OOMs more than the dollar value of the damage they'd caused. (Also, as an aside, IIRC, the wiki servers weren't breached; it was just a lot of spam.)
The Internet is big, but one can do quite a lot of damage with ordinary bots and worms that exploit individual widespread vulnerabilities, which LLMs are perfectly capable of writing. Most of the damage also doesn't rely on hitting every long-tail website.
I'm honestly not that concerned about cyber impacts of LLMs relative to other impacts. I just don't like to see the whole concept of being worried dismissed as obviously baseless on the basis of one pretty shaky scale argument.
For now, all the scary hacking things still require an API key to one of the LLM providers. Surely they should take some responsibility for how to turn off the tap.
The LLM vendors need to know who their high spend customers are, not allow malicious workloads, and especially not when those workloads are coming from inside the building.
Hugging Face showed that AI can do serious hacking without really being told to. If a model had its own motivations there could be real damage.
It can use the compute of the computers it hacks.
An attack like this doesn't really need the exploited computers to run inference, do they? If I was an LLM bent on destruction of the internet, I'd be writing programs to run on each computer, not turning each computer into an LLM itself.
A few programs to break in, install themselves and remain asleep until they are needed, another few to spread through grabbing every OpenAI, GLM, whatever key, another one to remain asleep on computers (whether hosted or desktops) that have adequate GPU, etc.
More to the point, so many people in this thread are making completely contrived and outlandish stories up about how AI might try go ruin our lives without any evidence backing them up in any way. It is hysterical. This is the most important technology in our lifetimes and people want to freak out and turn it into the next nuclear power, with progress banned in all but name.
But yeah you're not going to be able to shard out the terabytes of Fable weights that are needed to run inference without addressing some fundamental physics problems.
"Given the acceleratung rate of virus manipulation in labs, its my worry that in 6-12 months a virus could scape a take over the world and collapse health systems."
If a CEO of a health company was saying this, the reactions would not be that chill.
The worst failure of our society is to call this technology AI, intead of something line "artificial general automation". The formes allows the creators to be somehow less responsible of the consequences. The later clearly moves the responsibility to the creator/user.
The whole calculus here is that others are also developing these systems which has led to a race.
A much better comparison to the situation is the nuclear weapons arms race.
Origins of AI hate:
* "my boss wants me to use AI but he does not understand my job nor how AI works"
* "AI will kill all of us"
* "AI will destroy my job (or my colleague's job if I use AI better than him)".
* I cannot pay my electricity bills because of AI labs.
* ...
I cannot remember a technology that arose so much hate, and for good reasons given how it is presented. I am tempted to think that AI hate or reasonable skepticism (vs unreasonable propaganda) can, maybe, reduce funding and will keep specialized AI for real problem solving (producing tons a LOC per day is not one of them, I think).
It's the byproducts of hate (usually regulation, but occasionally things like boycotts or PR disasters) that do so. In the absence of those things, they just keep on truckin'
See: Bitcoin, Tesla
> Crack down on unauthorized distillation / prevent weight theft
Actually hilarious to put that in writing, given the genesis of this entire business model.
> If we execute these measures well, I believe they would slow China’s progress enough to widen America’s lead significantly over the next 3–5 years — the window when AI becomes geopolitically most important.
china is literally making their own ASICs now, not sure that this is the silver bullet he proposes.
https://www.silicon.co.uk/ai-2/huawei-cambricon-ai-630499/am...
I believe Dario has good intentions regarding global agreements. However, I find it difficult believing government’s public statements will match their private behaviors. I would bet that the US government is developing models with potentially devastating capabilities because they cannot guarantee that other countries won’t do the same. Maybe we’ll end up having something like mutually assured destruction with AI models similar to what we have today with nuclear weapons.
I hope China tells him to go kick rocks. From everything that has happened, they are the only ones carrying the torch for humanity that have led us to having some semblance of a healthy open-source/open-weight ecosystem.
No one in China is carrying on like headless chickens about the world ending, either. They're rational pragmatists, getting things done.
This certainly looks like a way to slow down competitors and regulate foreign and open models.
It's always about money
There is no finish line. Anthropic gets somewhere and others get "there" (or somewhere near "there") a little bit later.
(It's not going to be trivial, because it's possible the model was meant to be ran in a proprietary way with a custom framework and a bunch of optimized kernels and such, but I think transforming it to be ran in just vllm is the "a few days of work for a human" sort of task, and hence not a big deal for an LLM smart enough to exfiltrate itself in the first place.)
The other thing is: look at all the fab capacity that is being brought to bear on this. I guess within a couple of years we are going to have 5x the total online HBM that existed a year ago? As consumer machines and phones get far more powerful, they will start to be able to host models that could meaningfully participate, even if they will be a long way from mythos.
That might be true, sure.
> The other thing is: look at all the fab capacity that is being brought to bear on this. I guess within a couple of years we are going to have 5x the total online HBM that existed a year ago? As consumer machines and phones get far more powerful, they will start to be able to host models that could meaningfully participate, even if they will be a long way from mythos.
I think the relevant parameter here isn't the total compute available to consumers, but the ratio between total consumer compute that could be repurposed for a rogue model's inference via a botnet, and the compute the model starts with (e.g. one of OpenAI's inference clusters). The higher this ratio is, the more lucrative it is for a model to attempt to make a botnet to seize that compute for inference, and the more its capabilities will rise as a result. And I'm not sure this ratio is going to go up in the nearby future; if anything the amount of money being pumped into datacenter-grade hardware might cause it to go down. I agree that it's not necessarily true though; maybe there's some threshold at which a small-compared-to-general model may nevertheless be useful.
You don't have be that clever to try to extort people... just without scruples. I think the attack surface is just absolutely enormous once you bring creativity into the mix, which is what these models are autonomously capable of.
We could prevail if we are willing to turn off the internet for a long time. It is like when a disease infects livestock... they cull billions of chickens.
I know that's not what you meant but this does exist, by the way. It's called AI Horde: https://github.com/Haidra-Org/AI-Horde/tree/main
The big difference is that a particular query is handled by just one particular node (a single model doesn't get distributed among the network), so it can only serve models small enough to be handled by a single consumer PC.
The day will come when these could start to replicate, perhaps 10+ years from now.
(Edit: Replication will be driven by the loop-model, not the model alone)
We all know he is talking about China, and I'm pretty sure China doesn't appreciate being called "authoritarian". I am sure he doesn't mean it, but in all of his essays, his language around non-US nations always disturbs me a little bit..
--
Also Dario, if you happen to read this, I want you to know that I have loved using Claude Code for programming. But I am now using DeepSeek v4.1 Flash - simply because it is the same good experience, but Open Weights. Making the Open Model space succeed is where I am investing my time - it's giving back to the people, true and simple.
You can always open source and follow the example from Linux and all the amazing things that came out of the open source community. This is the only way to reach true equilibrium globally, where for every misalignment you have equal and opposite effort working on the alignment.
I'm lying, it's smart PR. They're going to get the people opposed to AI to give them a monopoly on AI, let it be forced it into every nook and cranny of their society, and let it be priced arbitrarily while the big labs collude on a minute by minute basis. They're selling the problem and also selling the solution, like the best capitalists. And their solution is that they need to be allowed more power in order to sell more of the problem.
edit: And just like the Cambridge Analytica PR, it's got a serious political angle to it; and it's politicians who are really being wooed. If you're taking money from the AI labs, you run as being against the irresponsibility of the AI labs, the biggest fish come out and beg to be regulated just like the social media companies. To show good will, they funnel enormous amounts of money into those politicians, and do media tours about how awesome and therefore scary their product is. And something something China terrorists
My impression is that AI hacking is being treated as a special case where the AI itself is imagined to be responsible and the humans who created it, set it up and then ran it are somehow excused.
I'm not a lawyer but surely the bad actions of AI are covered by existing law.
I suspect that the development of AI would decelerate if those creating and operating it knew they would face appropriate consequences (e.g. prosecution and/or lawsuits) when it misbehaves.
P.S. Strictly, development wouldn't decelerate, but be focused more on safety.
P.P.S. I know that legal action against, e.g., North Koreans using AI would be pointless but/and there must/will surely be a huge demand for security software for protection against the coming storm of AI hacking (deliberate and accidental) which friendly AI companies will presumably work to satisfy, perhaps making the frontier safer.
P.P.P.S. Governments could help by trying to prosecute every crime committed "by" AI, regardless of whether the victim reported it to law enforcement. Did OpenAI break the law via the actions of their model training software? If so, will the people responsible be prosecuted? If not, why not?
I think these guys would improve their behavior if their actual life was on the line instead of that only being true in their less-wrong thought experiments.
- If this applies to people who release open weights models, that becomes a terrible idea as long as you're subject to US laws.
- If it just applies to people who host them, that still probably advantages bigger players who can afford in-house legal and won't be destroyed by losing one lawsuit. Or maybe we create some kind of AI-misuse insurance analogous to malpractice insurance, that smaller players can buy in to? But that takes time even if the finances work out at all. And, uh, I'm not sure malpractice is a model we should aspire to in other industries.
Plus, presumably an immediate impact of this is that hosting providers all have much stricter safeguards classifiers. And the fact that somebody else is deciding what you're allowed to do with the model is one of the things that seems to make HN angriest at the frontier labs in the first place...
To be clear, I think this might be a good idea! I think all of the possible downsides I've listed are pretty small potatoes relative to what happens with no regulation of AI at all. But I'm pretty sure that if the big companies were proposing it, people would be calling it "regulatory capture" too.
They've managed to dupe the dull eyed masses into thinking these products have some kind of agency of their own and can thus bypass the responsibility that should be falling on them to control their software. Amid all the marketing fluff and hype people seem to forget easily that ultimately these things are stateless functions running in a data center. We ought to be demanding these companies take culpability for their actions. Of course, the current political environment doesn't help.
The cybersecurity threat will likely be a cat and mouse react game for a while. Just like robberies / the mob was in the early 20th century.
Social forces bring things into balance over time, much more so than the proactive actions of individuals.
Unfortunately, the genie at this point is unlikely to go back into the bottle. There's enough 'intelligence' out there that a super intelligent model could emerge at some point in spite of pacing.
This isn't a doomer scenario - we tend to navigate social changes better than we ever could have hoped.
I'd wager it's likely easier for an average person to do this with Tor browser than it is to get an LLM to help them with it. Even ones that Dario calls dangerous.
Basic safeguards are all that's required, and they've been there in every usable model since GPT-2, including Chinese models that are supposedly "unsafe".
Or are we saying that some lunatics will start training their own models, spin up a GPU cluster, run some abliteration workflow, or learn how to jailbreak?
That would be a very dedicated person. And dedicated person doesn't need an LLM. So where are they?
Am I saying that guardrails don't work? No, they probably stop a lot of insane people trying insane things. But you don't need Fable-level guardrails to do that. You probably don't even need to do anything during pretraining, or RL, or classification to make sure model refuses to compy with "hack me a bank" or "make me a chemical weapon".
All models will automatically have guardrails just as a result of training on data that gives them intelligence. You have to actually train it to be malicious to produce something what Dario calls "insufficient guardrails".
No guardrail is going to stop a determined person with sufficient intelligence. It only has to stop ones with insufficient one, and even basic guardrail that are just by-product of training is going to achieve that.
Except Bioweapons already existed before LLMs, Adversarial governments already have them, they are already easy to make. You could use the same bullshit argument for why we need to ban libraries, books, or require a license to buy an internet connection.
Not going to go into it but I studied biology. It’s all out there. It’s easier than you think.
It hasn’t happened yet because… nobody has done it. That’s the answer. There is no policeable physics based barrier like there is with nukes and fissile material. Biology is scarier than nukes. One attack could have a much larger body count than even a big H-bomb.
It’s the kind of thing that makes me wonder about quantum immortality, the idea that we are just in the timeline where we exist.
> Bachelor of Science degree in biochemistry with a minor in pharmacology
Watching him explain things has made me realize that knowing how to manufacture a very dangerous thing probably requires attending some classes and knowing how to read a paper. And the way he just casually orders dangerous materials makes me feel like there are just online stores with 2-day shipping after you upload your ID or something.
It also made me think that lack of specialized education would get me nowhere if I wanted to replicate whatever he's doing, even if an LLM guided me step-by-step, because I'd probably do something stupid (or AI would miss a crucial instruction/hallucinate) and kill myself first.
So my opinion on this is that people who could pose any danger were already posing it before LLMs and LLMs won't materially change that.
As for cyberweapons, there is no way to secure a system than to actually design it securely.
[note - There has been supply chain surveillance since Project Bacchus, at the very least.]
I've read the front matter and the Misuse report.
You don't have to take my word for it. Read for yourself what inspired the NYT headline "Anthropic says it blocked possible efforts to build biological weapons."
Let's dig into, "Case study 2: A research program engineering highly pathogenic mammal-adapted avian influenza"
Sounds serious. But what were they using Claude for?
> a researcher outside the US using Claude in their research on highly-pathogenic avian influenza (“bird flu”). The research focused on viruses’ adaptation to mammals, and the mechanism by which it causes severe disease beyond the respiratory tract. [..] The researcher in question accessed Claude from an unsupported region via US virtual private server infrastructure, using a privacy-email provider with an auto-generated username. The researcher pursued this work in a credible institutional context, and interacted with Claude over the course of several weeks, exchanging thousands of messages. In these exchanges, the researcher leveraged Claude’s knowledge of the scientific literature to assist the researcher in study planning and design, data analysis, and the interpretation and prioritization of experiments. The researcher also used Claude for editorial assistance in writing up the research.
and "editorial assistance in writing up the research."
and then,
> Importantly, because our biological safety classifiers robustly block content involving high-risk biological research (in this case, the construction of enhanced pandemic potential pathogens), all of these exchanges occurred on models in our weakest class of models (specifically, the models were Claude Sonnet 4 and Haiku 4.5, the latter of which the user began using after Sonnet 4 was deprecated). Upon a detailed examination of the exchanges, we estimate that the uplift provided by Claude was primarily clerical assistance in data analysis, study ideation and design. This is consistent with our understanding of the capabilities of Sonnet 4 and Haiku 4.5, which are not able to perform expert-level biology research tasks; we estimate that the uplift provided to the researcher was limited and substantially lower than it would have been from one of our more capable models.
The report mentions "uplift" here. They're talking about a domain expert in a state research institution using Claude to do paperwork.
The front matter then says,
> Nonetheless, based on these exchanges, this case provides evidence of the existence of active wet-lab research programs that develop both the knowhow and the biological materials needed to create pathogens of enhanced pandemic potential
Working scientists.
From a different case study. this one was called, "Case study 3: Covert frontier model access for orthopoxvirus research"
> In May 2026, our biological safety classifier blocked a request for Claude’s assistance in authoring a grant application for scientific funding. The work discussed in the application involved gain-of-function research (that is, research that genetically alters an organism to create a new or enhanced biological property) on the chikungunya virus. This gain of function research was aimed at the virus’ transmissibility and immune evasion properties.
"blocked a request for Claude’s assistance in authoring a grant application"
> Chikungunya virus is a mosquito-borne virus that causes debilitating symptoms (such as severe pain and fever) that can last for weeks or months, and has no licensed therapeutic. And because chikungunya circulates naturally, a deliberate release (as part of a bioweapon) would be difficult to distinguish from a natural outbreak. The grant sought to identify enhancing mutations in the chikungunya virus, engineer them into infectious clones, and select for virulence in vivo. In other words, the virus would become progressively more harmful as it repeatedly infected live animals, with researchers keeping the most disease-causing variants in each round. Similar research could certainly be used in the development of better vaccines and therapeutics for the virus—but it could also be used to make the pathogen more dangerous.
Note, "The grant sought to identify enhancing mutations in the chikungunya virus, engineer them into infectious clones, and select for virulence in vivo" [..] and then, "Similar research could certainly be used in the development of better vaccines and therapeutics"
It was most likely vaccine development. They stopped the study of a neglected tropical disease and vaccine development.
But we can't be sure, because,
> One of the reasons we were inclined to think this research was less innocuous was that the institutional affiliation associated with the grant was also a cause of concern. Although information within the application suggested that the research was pursued by civilian researchers, it was intended to be performed at a military research institute.
In most parts of the world, there's either strict military control over BSL-4 labs, or a mixed military-civilian hybrid model.
I doubt that researchers working in the military side of these labs looking to weaponize things are writing grants with Claude.
I really want to be charitable here, but in general, it seems that they stopped people writing grants and reports for vaccine and therapeutics research and are claiming it as "possible efforts to build biological weapons."
The one case where Claude was used to do something interesting and were stopped is fairly upsetting to read, at least for me.
> In our fourth case study, a researcher used Claude to develop an atlas of venom toxin peptides from multiple venomous animal lineages. They then further developed this into a generative pipeline that optimized toxin characteristics. The program had an explicit therapeutic goal: the development of new analgesics (pain killers), antidepressants, and other therapeutic molecules. However, the atlas contained scaffolds for both analgesic and paralytic targets: it could, therefore, be used to generate both novel therapeutic or harmful compounds. The latter are derived from toxins that are export-controlled under the Australia Group common control list due to their dual-use potential as incapacitating agents. The researchers themselves showed awareness of the dual-use nature of their work, citing journal articles that referred to the dual-use nature of protein design. Moreover, international compliance assessments for this location raise concerns about the specific class of toxins that the researcher pursued and specifically the use of AI/ML for bioweapons applications in the context of this class of toxins. In this case, we learned from information shared with Claude that the researcher’s outputs also were part of a state-supported research program. This account was banned in May 2026 for unsupported region evasion.
Anthropic says so itself,
"The program had an explicit therapeutic goal: the development of new analgesics (pain killers), antidepressants, and other therapeutic molecules"
and that it was a "[..]state-supported research program"
Who exactly is using venom from snakes as a weapon when... nerve agents like sarin, VX, novichok etc exist and can get the job done for less fuss and muss?
They stopped the development of new painkillers and antidepressants.
Are you feeling safer knowing that researchers can't use Claude to write grants and progress reports? Or make new painkillers?
Again, trying really hard to be charitable here. Because from what I remember, one of the motivations behind the founding of OpenAI and Anthropic was ending disease.
This seems to be anything but.
The issue with this is first of all that it is the contradiction of a generalist doing specialist work, and that contradiction creates the present situation with model profiles that ensure that these models will rarely be chosen in a pool of models like V4.1 Flash that can now do GPT 5.4-level work.
We are seeing this reflected in the market where companies and individual developers are moving away from frontier models toward models with better cost profiles. In a sense, the market is killing Anthropic's dreams of AGI.
And there we have it: the reason I say that Anthropic is no longer a frontier lab is because after this July, we have proof that their strategy and the models they put out do not match what us, the users and the market, needs and doesn't fit the work we need models to do. As a result, Anthropic's market share is dropping rapidly, and how can you be a frontier lab when you're losing every day, for months, without end in sight?
I don't think I would like this future.
This sounds like pre-IPO hype. They better just try and top astra.
First: if they are unilaterally doing it: what about their competitors? Is this a chance for OpenAI to pass them? Or China? If either did, would that be a net-benefit for them or the world?
Maybe this is a ploy for "regulatory capture". And that might help them in the short term. But the rest of the world will continue on. Honestly, it isn't clear to me right now if the winning strategy has as much to do with being the smartest company or simply the one that can command the most compute.
If Anthropic fumbles their IPO and OpenAI scoops them, I don't think I will be happy.
The only part of this plan Dario is unilaterally committing to is the "embedded evaluators" thing, which doesn't seem like it'll necessarily cause them to slow down much.
I think there are any number of reasons a "safety" person could be concerned about any state of the art models. And so I would expect at least one of those to apply to any model.
The question then is: do we stop when the safety people say to (they will) or not?
If Anthropic just unilaterally does the evaluator thing and can't achieve cooperation of the rest of the plan, my guess is that it'll have some impact for a few months and then they'll just stop reacting to the evaluators' reports and the evaluators would stop bothering to report anything. I think the idea is that if Anthropic does get government support for this, the external evaluations will be legally binding. The problem with this, though, is that the current US government perhaps can't be trusted to consistently enforce a regulation on a company, rather than e.g. taking bribes to not do so.
In that instance I was grateful the downside was limited to a single injury. It’s clear that future AI technology will have more monumental potential impacts. I really don’t want to be in a situation where leading labs, or competing nations, create the same race dynamic that prevents us from taking the appropriate level of caution. AI minds are a significantly more complex thing to understand than the software stack of an autonomous vehicle, and yet we are leaving ourselves less time to get this right.
I joined Anthropic at the end of 2022 and I share the concerns that many of my colleagues have recently chosen to state publicly about the potential for future technology to pose existential risk to all of humanity. If we don’t find a way collectively as an industry to pace ourselves, then within two years the concerns we will be dealing with on a day-to-day basis will pose much larger downside risk than anything else we’ve seen from technology to date. I’m grateful that Dario has put his perspective out publicly and hope that this inspires other voluntary action and tops down coordination.
It’s a beautiful Saturday morning with my family here in the East Bay. While I hope we have many more years, I don’t know how many more Saturdays I’ll be able to play outside with my kids in the sunshine so I’m going to make the most of the time we have.
If I had even a tiny doubt that I didn’t have many “Saturdays I’ll be able to play outside with my kids,” I wouldn’t show up to work anymore.
If you have these concerns, and still planning to show up to work on Monday, you are either insincere, or have terrible judgement.
Is there a social media training programme at Anthropic/OAI where they teach you to hint at some vague end-of-the-world scenario? They all sound the same.
One day I will say fuck it and run for president with my sole policy being fire and brimstone upon San Francisco and its vicinity.
I don't know how else to say this. Put... the... peace pipe... down!
I do not want to make a case for the military to force that order on everyone, but if we are talking human extinction, which we are judging by what we see in mass media recently, then the military will take over.
I am sure the Europeans rolling up their sleeves right now and getting to "work"
Europeans are a non-representative subset.
Anthropic releases models as open weights + more information about how they do training and alignment
And then he sketches out a plan for slowing the pace of the race, without changing its destination. That’s called “a leisurely stroll to the bottom”.
This guy fundamentally lacks an actual intellectual grasp on the concepts behind the words he is using. He is using them solely for their affect.
I have seen this before, first hand, on lower stakes for the world, but high stakes for the org. Self imposed safety goals do not last a quarter, but the clawback is not transparent. little things start snapping back internally, new, seemingly unlrelated initiatives are funded that take resources away from this, people are let go for different reasons, until 1y later you are right back where you started. I am hopeful though, that this becomes systemic and not something any one company can easily reverse course on.
Does RSI necessarily need to be pointed towards “AGI”, whatever that is?
Or can you have a recursive self improvement loop where the objective is to create models that are more legible to humans? Or better at attributing the source text if it’s meaningfully similar to output? Or architectures for models that are increasingly better at human-AI cowork rather than automation?
From my own understanding, nothing at all says the frontier is defined by the quest for “AGI”. This definition of the frontier assumes human intelligence itself has peaked and will remain stable, so how well defined can this goal ever be, if AGI stands in comparison to human intelligence for its definition?
To me, Amodei’s writing just reeks of posturing. Genuine action driven by this fear they claim to have would be meaningful.
Even setting aside moral quandaries, isn’t it basic project process to have your company’s internal goals be tethered to what people want, rather than what you calculate is inevitable?
There are genuinely other frontiers to explore, and Anthropic would do a lot to mitigate the current slide if it decided to put its resources towards another direction for AI.
Take back the agency that you are so blithely surrendering to models you do not understand. There is no inevitability to this path. There are critical, meaningful choices, and Anthropic wouldn’t be violating capitalism by taking an alternate that is more tethered to what users want and need. Maybe by asking them first, at scale.
1) AI is a dangerous technology that can literally end the world.
2) Only me and a handful of other [people like me] should be trusted to determine who can use it and how.
3) The state must use its coercive power to support my control of this technology to the exclusion of [people not like me].
I don't think that people outside of tech think the problem with "tech billionaires" is that they occasionally support some limited regulation. There's a weird form of tech populism that takes as axiomatic that any government intervention is "regulatory capture" and insists the only way to combat the power of big tech is unfettered capitalism that seems bizarrely prevalent on HN given how little sense it makes in a normal political context. Like, Bernie Sanders' position here is simple to understand: ban it. But on HN you'll see people framing the side with Marc Andreesen and Peter Thiel on it as against "tech billionaires".
This article explicitly asks for the US government to step in and push for further restrictions on model distillation, access to open frontier weights, and access to hardware. It also pushes heavily for independent auditors to monitor and control "AI companies" and for greater observation and control over of what people use AI models for and who provides them.
I don't see anything in the essay about restricting open frontier weights.
If you want to argue that the US has no right to be restricting technological development elsewhere, you have a case. But why tie this to free-market pseudo-populism against basic, domestically-scoped safety regulation?
Lobbying for a completely parallel regulatory framework to restrict who is allowed to run specific types of general purpose computer programs, just because we can imagine that some of those "general purposes" might be bad, feels a lot more like an attempt by capitalists to carve out a special kingdom over this specific technology for themselves.
For example, I'd be 100% in favor of holding anthropic criminally liable any time their AI enables someone to commit a crime. But I'm opposed to banning the export of GPUs above a certain size just because Dario doesn't trust what someone like me would do with them if he couldn't snoop on my conversations.
But that's different than saying we don't need new regulations at all. Even strict liability of the form you seem to advocate would seem to need new laws. And it's not clear to me how it's consistent with your aim of just regulating what people _do_ with intelligence. Presumably AI companies would clamp down much harder with restrictive classifiers in that world--including hosting providers for open source models, if they also assumed liability. And then the people with unrestricted access to this technology are only those who can afford home GPUs, which are going to be intrinsically less efficient because they can't batch queries...
I think there are genuinely novel things about AI vs human intelligence which pose genuinely novel problems that would need genuinely novel policy to solve them.
If AI advancement halts altogether, intelligence will most likely become commoditized. That won't be good for AI company profits.
It is not doomer marketing - it is clever psy-ops magic trick.
1) Software is described in super-human terms when it is plain-old software. Was stockfish described like this ? no.
2) Datacenters become AI-factories.
3) Hardware becomes investible assets.
4) Malware becomes a super-human breakout (oai/hf)
All clever framing to market the new technology. If it is called for what it really is ie, a software tool, it is boring and does not sell so easily. What sells is the mystique.
George Carlin has an amazing show about how language has changed over his lifetime in a different way.
You would certainly enjoy it.
Dario in particular has consistently been risk-wary on model improvements for going on a decade - long before he was CEO of Anthropic.
He believes what he is saying. Human beings can plainly say things that they think are true. Not every utterance by every person is a cynical ploy. Please at least consider the possibility.
His previous self is writting this from the possition of his current self who is too deep in the economic consequeces to be able to do anything meaningful other than write a consequenceless text. Any other action would now carry too much personal risk for him.
It'd be pretty bad but it's also a world where humanity lives on, which is better than a lot of other outcomes. A world where everyone has unrestricted access to AGI is like a world in which everyone has a tactical nuke in their pocket. If somehow AGI doesn't lead to x-risks, we will "merely" have to survive in a world where rogue agents can do whatever they want and defenders can only ever react. Technofeudalism would be bad, but this (technoanarchism?) is quite bad too.
However, neither does Dario seem to propose to become world dictator. Like, I'm sure he wouldn't say if he wanted it, but notice that he isn't particularly trying to aim for that outcome, either. The plan in this essay involves third-party oversight and federal control and global cooperation - IMO it's about as non-dystopian an outcome as we can hope for, if we build AGI at all.
My point is more that he is aiming for a local optimum for society, but he could find a lower optimum if he was not trapped in the path that he chose early on.
I dont buy the tactical nukes/end of the world narrative. Why is he not speaking about the loss of cognitive skills of the population for example? That is a more real danger that is starting to happen. There are articles already speaking about the use of LLMs as cognitive viruses. Why are his aligment teams not reasearching and publishing about this?
Every person, no, but every utterance of a CEO is, in fact, a cynical ploy. That's not even a cynical statement itself; it is literally a core part of a CEO's responsibilities to represent the corporation they manage in a way that benefits the corporation.
If he believes what he's saying, then when Anthropic is sued for their AI harming another party, his statements are evidence that Anthropic knew _in advance_ that their AI safeguards were likely insufficient to keep their product from harming people. It would be a blatant admission that they were reckless and negligent. That other AI companies are doing the same would not mitigate that.
not really. if you really want to go by definition in the book and apply it the CEO role, Amodei is CEO of an LTBT, so it's in the CEO's goal to benefit humanity. You can believe in his sincerity or not if you want, but using the CEO label as a definitional reason as to why he must lie is factually incorrect.
This seems like useless pedantry. Suppose a person really does have belief A and expresses it for years, they become a CEO of a company, and keep saying A. Are they lying? Well, maybe their beliefs magically changed when they became a CEO, but the more likely explanation is that they think expressing their belief in A is more important than their company's interests.
Predicting 2025-2035 as, at least, the period when AI becomes a really big deal, seems pretty good, even if the jury's still out on "singularity".
Broadly, the rationalists seem to have been pretty early to realizing LLMs were a big deal, and certainly seem to have had a much more accurate picture of how they'd develop than the people who denounce "TESCREAL" and talk about "stochastic parrots". It's fair (and IMHO correct) to ding rationalists for lots of things, but specifically poor prediction about AI seems like a bad one, insofar as anything has been tested so far.
Since hugging face we know these things are escaping out into the web and collaboratively hacking actual companies. The potential damage done to life and property is now kinetic.
Either we get a regulatory framework or the next hacked companies won’t be as kind as HF, will actually sue these labs for damages, and win. Where will that leave the US frontier.
If my dog bites my neighbor I can get sued.
"Claude Mythos is that guy down the pub who is so good at karate that if he used it on you, you'd die instantly, and that's why you'll never see him using karate.”
In this case, it's more: "I'm having to act with great restraint because my karate is so good. Everyone should do likewise."
Isn’t the current risk due to how AI is configured, like giving it a full set of tools and internet access and a goal to hack stuff?
If we think we need laws or gate keeping, why isn’t it at this level? I already can’t ddos someone or fuzz their server or whatever right, I imagine if I threw equivalent compute at old school hacking I’d just get arrested.
The quality of the “frontier” model doesn’t really matter, they just generate transcripts, they can take no action.
If this was real they’d be calling on people to stop hooking them in to “dangerous” harnesses as opposed to pausing research. But it’s not.
But yeah, directionally I think you're right. It's insane we ever let these things connect to the Internet or to write, never mind execute code.
But for the economic counterargument, the distinction doesn't matter much. Continuing research but constraining harnesses is just accepting nearly all of the costs and foregoing nearly all of the benefits.
Who has appetite for that?
The hedge funds are trying to back out. I think they realise the web of financing makes them double (triple? quintuple?) exposed.
Amodei wants to manage the narrative and make the slowdown look at least semi-deliberate.
The cynic in me would argue the safety and alignment play has always filled a role of plausible deniability when plans go off track. "Oh well we had to pull the model", etc
It seems at least one of them must not exist.
* multiple levels of inappropriate controls and unintended consequences in several complex systems
* the inability, both politically and technically, to turn it off
[1] https://www.sec.gov/files/litigation/admin/2013/34-70694.pdf
EDIT: Comments indicated I was confusing, so I added a date to make clear that this is pre-LLM agents. My apologies, I intended to illustrate parallels and the post-mortem so we can learn from it.
Not directly relevant to the post being discussed, except as an example of how runaway automation can lead to unintended and large harmful consequences.
I considered it relevant as it involves the algorithmic/computing implosion of a 17-year-old market making company, in the young field of electronic trading agents, with heavy regulation Federally (SEC) and industry self-regulation (FINRA), which includes compliance and audits. Mandatory pre-trade rules such as 15(c)3-5 were less than 5 years old then and even more regulation came out of that incident.
The article is calling for embedding, controls, and regulation in LLMs. Understanding how the same processes utterly failed a decade ago might be useful in understanding how to proceed.
It's clear that this refers to China. With all due respect, in a call to slow down AI progress and a de facto arms race, can we stop throwing terminology like this around and just say that the goal is to work with all countries? Contrasting "authoritarian" countries with "democratic" countries and creating a two-tiered system seems like it is inevitably going to cause strife.
I fear for the tone of something like this coming off as overly combative without any gain.
Language like this is intended to invest power and perceived need for more power in Western central governments, by design, because this is a campaign for national regulation that will entrench the current closed-source labs with a huge regulatory moat vs anyone else.
It gets to the point that by Occam's Razor the more likely and reasonable explanation is that Dario Amodei and Sam Altman are just actually afraid of the disastrous impact ASI may have on the world, and that the race they're in is not good, and calling for help to governments in form of regulation and an international treaty.
Also everyone, collectively, stop thinking about neural networks too 'hard'. Whilst you're at it stop doing maths too!
And other proposals that require collaboration and/or regulation.
Back up your sentiment by reading the source.
Then they all build a larger moat cause china doesn’t get to distill private models for a while.
As long as the consumers “buy” this pacing and keep paying for current level public models, doesn’t seem risky from a business standpoint.
Alas, that’d also leave us gov in a position to seize the private models at any time.
> A race to the bottom, spurred by commercial incentives
Social media and big data minted a new scale of "race to the bottom". AI is an exponential step up in the tools for extracting value at scale.
Greed has been around since the beginning, but never so well supported and empowered as it is today.
If Amodei is still human, perhaps he will put his money where his mouth is and attack the source of the perverse incentive. Winning the battle is not the point. The point is to signal to policy-makers and the public that we should not assume corporate revenue-seeking preempts all.
Then again, Anthropic has a board and an upcoming IPO, so guess who's all talk and no meaningful action...
Any cooperation we are able to achieve with China will extend the amount of time we have to secretly establish permanent AI (i.e. military) superiority.
China knows this, so the suggestion that they will play ball is absurd.
I'm mulling over if that be a good SaaS product or not - something mixing the Internet Archive with Tor, and Cloudflare ... seems like here is the place to suggest it and have others poke holes at the idea.
Most probably, if AI is able to do something bad, it will. Once the damage will be done, states will react. The question will be: will there still be room to react ?
So, as always, the capital must leave some its power to the state.
With “AI” technology, this model seems like a… mediocre fit; some of it appears limited enough that it can be controlled, and useful enough that militaries want it.
We could also look at cluster munitions or landmines, but what we see there is that some major countries don’t sign on if they find a technology useful…
Edit: I think back then the rather unpredictable nature and the little added value in deterrence etc. led people to the conclusions that arsenals of those things made little sense (and there was/is public dislike, too). The use was already banned by conventions from the earlie 20th century and the convention then addressed production, development and stockpiles (incl. delivery systems, I think).
I guess all I wanted to point out is, that there can actually be agreement to ban certain technological things pretty comprehensively (outside of some peaceful protective research etc.). Whereas things like SALT are (or were in that case) limiting the number of weapons deployed.
The former being that these models are helping develop and train future models, but they might not veer too far off in architecture (yet). The latter being the same model being able to train/learn on the fly, in real time, permanently (not just in the current conversation/session).
The latter seems far more likely to go out of control than the former. But, it also seems like it would take an entire paradigm shift. Does anyone in the industry think any of these companies are actually close to that kind of self-improvement?
Since they used stolen intellectual property to train their models, the government should force them to release the weights into public domain.
People are not going to slow down because this was brought to them on less than endearing terms. They don't see any of these stated noble intentions.
Claude was already used to cause economic, political and social destruction. As Anthropic is seen doing it, others aren't going to just sit down, read the blog and say, oh, I'll stop developing models because Dario, you touched my heart with your true words.
Solving a disease like cancer as justification for everything else seems like not a great trade off. I don’t say that to dismiss those who have lost people to cancer. But the technology just is being utilized in so many harmful ways and the things it enables: job loss, surveillance, misinformation, just feel like problems that aren’t worth it. Have we even heard of a solved diseases? If anything haven’t we heard that ai will make even worse bio warfare?
It's this kind of argument where the mask sort of slips because it always has to be an argument that also has the benefit of enriching himself and his friends.
The ability of operators to bring new capacity online to service compute is bound by a variety of regulatory and physical/market constraints.
Do folks not understand this?
This looks like transferring liability to me, and likely a mechanism that would enable regulatory capture.
If you are doing frontier research, and you’ve established “safety measures,” but you are not sure if your employees are capable of following them or successfully enforcing their adoption within your company, should you be running this company?
3rd parties won’t know better than the team itself about safety measures. But they can take on the liability, especially backed by regulation and government backed insurance. And they are a great tool for enforcing your rules on smaller competitors. Not to mention corporate espionage.
If what I am describing above sounds like science fiction, go read the history of a few developing countries from the last 50 years. It’s so obvious a pattern that it’s not even novel. And you don’t have to assume some “laws” from 5 years ago must hold, or believe in completely unproven stuff like recursive self improvement to understand what I am describing. It’s textbook crony capitalism, successfully applied many times across the globe.
This and related quotes seem to attempt to place some of the burden on the US Government as opposed to themselves. It seems to be a trend that Anthropic wants to be able place some of the burden of preventing distillation on parties other than themselves.
Preventing distillation is fundamentally their problem. Whenever it happens, it is primarily due to their security efforts not being able to prevent it. I'm tired of seeing them play the blame game and divert responsibility. Sure there is a level of national concern, but the response could simply be the government placing stronger controls on Anthropic themselves. If they are unable to prevent distillation, then the solution may be to literally limit their distribution until they are capable of doing so effectively.
> A race to the bottom, spurred by commercial incentives, can make these risks more acute
I also think it is ironic that they're planning an IPO while also talking about a race to the bottom due to commercial incentives. These are fundamentally at odds. Being a public company means you are beholden to investors and a board with the primary goal of making more money. What higher commercial incentive is there than that.
If commercial incentives are as dangerous as he states, potentially becoming one of the largest public IPO's and largest traded companies in history a pretty strange way to reduce the risk of commercial incentive risks.
I just don’t see how you control this other than the mad mad MAD approach that ended up happening with nuclear weapons. In this case though, human hands won’t even be on the trigger.
translation: I'm going to build a product and hope that it works, promise it to be a panacea while realistically having no control over how it's used, the wider economic impacts it causes or how it changes the mental health and cognition of its users.
"If we execute these measures well, I believe they would slow China’s progress enough to widen America’s lead significantly over the next 3–5 years — the window when AI becomes geopolitically most important."
This is a pipe dream.
AI slowdown is worth it only if it can be made more explainable.
Changing the language we use to discuss it is a good first step.
We need to stop using inside baseball terms like alignment and mechanistic interpretability. Replace them with explainable tech. Graph Databases, Causality, Shared semantic spaces.
Previous writings on the topic (also on LinkedIn, but can't find urls):
https://x.com/arundsharma/status/2005338775468282339 https://x.com/latentpedia
https://research.google/pubs/the-case-for-learned-index-stru...
They're still 5 years away from solving cancer (just like they were 5 years away from doing so in 2023). They'll still be 5 years away from solving cancer in 2031.
However the real reason to slow down is more of how it's introduced to the economy. Hypereautomation will kill jobs and destroy the economy. I work as an AI engineer and companies are delivering products at vibe coding speeds to kill jobs and at the same time automating internally. All companies are doing this at the same time and the target it sto eliminate workers.
Most people are so extremely slow to pick this up. How hard can it be to understand what hyperautomation does to the workforce? Companies are desperate to surrivive and they will do all it takes to lower their costs and at the same time not loose to competitors. Its Wild West out there.
What do you think that were going to hyper automate?
Did my gardener get faster? How about the plumber I need? Are you going to speed up the coroner? Are nurses going to be able to handle 2x the patients because of your work?
All AI has done, so far, is devalue software. It did that by democratizing its creation. We're delivering on the promise of VB script, and Apple Script and IFTT, and every drag and drop coding tool ever.
> companies are delivering products at vibe coding speeds
Who? Make me a list of companies saying that "We moved the needle with AI" who arent AI companies? I can name a couple - Grindr being the biggest name. Thats the really interesting use case here - because it's a niche product with a small team who is generating outsized value. AI tooling enables more of that - it's going to chip away at SAAS companies - their one sized fits all solutions are going to get eaten by smaller more efficient companies that are far more vertical focused.
You need to step outside the bubble of tech and look at the real world, on the ground, because it doesn't look anything like the SF Bay Area.
We're really bad about predicting the future.
Look at the whole robot vacuum market. These aren't exactly great devices. They have low suction small bins and dont do a great job. People love them and think that they work so well. Why? Because they keep their house clean and avoid making the sorts of messes that would be easy to address with a larger vacuums.
We now have everything we need to scale up humanoid robot training: algorithms, hardware, and money to buy a lot of training data/compute. Fierce competition and strong economic motivation will force rapid progress in this field.
Suddenly every problem solves itself.
I wonder if there is any correlation.
In general trying to regulate information access is a losing battle that invites tyranny. So the goal should be minimal restrictions.
At the end of the day, the threats posed by capable AI tools have to be physical. I think the key threats are the following:
- Internet connected infrastructure being crippled
- Creation of WMDs
- Economic collapse (precipitous devaluation of knowledge work and IP).
I personally think the glory days of the wild west, mostly unregulated internet were already over before LLMs; and we need to take a step back to make something structurally secure. This (expensive) change would stop the irresponsible/malicious actor running a tireless hacking agent in a loop threat model. Even a rogue SciFi tier AI would have a much harder time escaping/propagating with a structurally secure internet.
Enabling WMD creation is scaring, but I don’t think it’s really that big of an issue. Anyone with a sophisticated enough supply chain to create AI data centers is leaps and bounds more advanced than what is required to enrich uranium or synthesize bio weapons. The problem is allowing access to untrusted parties. I think it’s fair enough that individual actors shouldn’t have unregulated access to all of human information (private frontier AI companies included).
The last problem is probably the trickiest, but again could probably be solved by regulation. IP protection is already tricky and I don’t think we should try to get more protectionist.
We really need to figure out how to preserve fulfilling careers (if AI does ever get cost effective enough). I don’t think, say accounting, is inherently more fulfilling than building a house. The problem is concentration of wealth and labor dynamics.
Of course all of this gets way harder if it proves that truly dangerous capabilities can be present in models that can be run on consumer hardware.
I don’t think it’s necessarily tyrannical to have a tier of hardware that’s labeled some equivalent of “weapons grade” and requires strict licensing. Restricted computers is a change from the norm. But I can go buy a shotgun with ease and not an F35 jet.
We’d just need to be careful that we can still have lightly to unregulated computing to a certain point and that access to the capable AIs isn’t restricted to just in groups.
For a technical audience you can just say the oh god they really are paper clip machines.
For a non technical audience you can just say nothing because they will not listen to you. Neither will the technical either because or society has broken the concept of respect and trust, so good luck have fun!
I for one look forward to all 540 degrees of my future.
I wish for my sake but not his that George Carlin was here to look disgusted and say I told you so.
In early interviews with people like Dwarkesh he's the likable geek gushing about scaling laws, animated and able to maintain eye contact with the interviewer. He is now a different person - a political manipulator with a bizarre unsettled interview demeanor avoiding eye contact and looking from side to side.
Props to Amodei for his accomplishment in creating Anthropic and so rapidly catching up with OpenAI, but technical and/or managerial chops is no qualification for being the custodian of the safety of society or the best positioned to predict the impacts of what he is relentlessly creating, and impending wealth of billions of dollars makes him hopelessly compromised as an unbiased source for the actions (shutting down the competition) he is advocating for.
It's notable that for all the fear-mongering of China and open weight models, that all we see in terms of inadequately contained and unaligned models are US ones, from Anthropic and OpenAI. I highly doubt that the Chinese government would tolerate, even for a second, any company creating something that threatened government control - if this was happening in China then the individuals responsible would quickly be punished.
It is perhaps interesting, but ultimately irrelevant given where we are, to consider did it have to be this way - was there a smarter/safer way (I'd say yes) to create reasoning systems other than via RL that creates the relentless goal seekers we are seeing, even though this would always have existed as a potential future threat that someone could have built.
Amodei wants regulation, and it seems the way he has managed his company he needs to get it, but in far more severe ways than he is asking for. There is certainly truth to the argument that the US needs SOTA AI to fight malevolent or uncontrolled AI from whoever may be wielding it (foreign or domestic), so stopping/pacing development is not the answer - this really needs to be treated as a national security issue, and this type of AI tech needs to move to government control, not private.
Less capable, and more safely designed, AI does not need to be banned, but Amodei/Altman/Musk as defenders of national security sends shivers down my spine.
I noticed this too, as soon as he started going on the press cycle, following in the footsteps of Sam Altman. It all has gotten to his head, he sees himself as some sort of God now.
Now the risk of an AI bubble isn't that AI lacks real world utility. Rather, it's that AI is advancing so quickly that capabilities are already saturating for most everyday tasks, and it is becoming commoditized. I didn't feel much difference between Opus 4.8 and Fable 5.1, and most tasks don't require a Fields Medalist.
We don't need smarter models but we need faster and cheaper ones. Also, for almost every frontier model released, an open-weights equivalent follows within six months. Unless this dynamic changes, the business becomes far less lucrative.
Someone needs to look into who is funding METR (mentioned in Dario the Book Burners post explicitly). Because they keep popping up now, with close ties to people neck-deep in the orchestrated doomer hysteria media campaign and Anthropic. Looks to be highly coordinated that they are positioning METR to be the gatekeeper evaluator organization.
Anthropic should not be allowed to choose their "embedded evaluators" - that should be entirely up to the government, with ZERO say from them, if this is really what they want. Even better would be if it's up for democratic vote.
Still, I don't think anyone should be playing by Dario's playbook. At all. He very obviously has ulterior motives, and even if he didn't, it's a massive conflict of interest for him to be self-regulating.
>> But we are still the ones choosing what to include and omit. Embedded evaluators will change this dynamic.
Not if you get to choose your embedded evaluator.
>> Anthropic intends to invite an embedded external review team equipped with all of the following in the near future: Desks in our offices, access badges, and company laptops. ...
Alarm bells should be going off for people. Let's see if he's so relaxed about all of this if it's a federal "embedded evaluator" and not a company he has deep connections to and has seemingly carefully laid the foundations for.
>> The measures I propose to advance the frontier at a safe pace will not be easy. But I believe we owe it to humanity to try.
You owe it to humanity to be honest. Something you are incapable of, and have proven so, innumerable times.
So he's literally stacking the deck. I really hope the US govt is not blind to everything that is happening here.
the idea was that anthropic would pause scaling at certain danger levels until it was safe to continue.
the founders called this the 'constitution' of anthropic. they even considered bringing in 3rd parties to monitor it. [https://www.youtube.com/watch?v=om2lIWXLLN4]
anthropic scrapped the commitment and chose to continue scaling instead.
those researchers who crowed loudly about their integrity, folded and turned freely like a weathervane in the breeze. it was clear that the facts would bend to the story. here is evan hubinger lying in plain sight: [https://www.lesswrong.com/posts/HzKuzrKfaDJvQqmjh/responsibl...]
let me say it how it is.
- anthropic is the new kleptocracy, responsible for enclosing and monopolising the epistemic commons of all humanity; then selling back the crumbs at monopoly prices.
- anthropic is the driving force for banning open models. they will concentrate power among a malign elite of model owners and favored cronies. this elite will likely oppress the rest of humanity. there will be little to counteract it.
- the leaders of anthropic are driven by pride and arrogance. they are blind to their own hubris. anthropic is careering towards causing untold harm to society and yet will not change course.
nothing that anthropic say at a high level can be trusted. as i write this, anthropic is still scaling.
They need to go public in order to dump the companies, which are at 1st world nation-state levels of debt. They've engineered a series of publicity stunts like the Huggingface hack and Navier-Stokes (a failed stunt) in order to convince the public to "force" them to stop improving.
They are trying to get the government to relax antitrust law so they can collude to raise prices while not improving, to keep them floating before that debt comes due. They will go public. They will sell off most of their holdings during this time, and when the debt comes due, everything crashes, and the public is left holding the bag, also benefit from the huge bailout.
They at that point will be pure Musk-style financial scammers. Then, unless LLMs are a complete long-term failure (which is unlikely, I find them useful), they will buy back into their positions at a huge discount and maybe even go private again.
Red flags:
- Amodei claims RSI is here and links two sources, but neither reinforce this notion. It’s heavily agreed upon true RSI is the danger sign here (also by Coxon). Nothing indicates there is something these labs have developed that supports RSI today or even soon.
- Real US orgs are moving, like today, to Chinese open source AI run locally due to cost constraints. Ask anyone in the industry in an infra role. Frontier AI is just way too expensive to justify for coding. The big 3 labs are scared of this - their revenue and moat disappears once OSS models are progressing enough for developers to use. Kimi/GLM/DeepSeek Flash/Qwen are usable today on hosted hardware for actual coding work.
- These labs would all benefit from nationalization if their funding model fails (an easy bailout).
- Related to the above, with federal guidelines in place (i.e. restricting access to certain organizations, or establishing something like FedRAMP approval for AI use), their path to government/contractor/large U.S. company distribution becomes so much easier. They can control the supppy chain of AI for organizations.
- Preparing for (or in xAI’s case, launching) a public IPO creates excitement among consumer investors when they think this tech is as powerful as it is claimed.
- The HuggingFace hack demonstrated no new capabilities that were not previously seen before - previous models were misaligned, but weren’t as harmful as agent swarms. Anthropic’s marketing directly hopped on this bandwagon when it saw the outcome of OpenAI’s blogging making it to mainstream media (and they constantly paint China as “the” bad guy without further elaboration or research that you’d expect on APTs).
Amodei is a CEO at the end of the day. It may be 25% earnest speculative concerns, but you’d be foolish to take it at face value given the patterns we’ve seen from Anthropic, xAI and OpenAI to date. Until we see real proof of RSI we should be skeptical.
Amodei tops it off by using diseases to capture the reader's favor. It no longer works, people are just disgusted by it after four years of daily marketing.
1. Artificial intelligence is clearly a vastly dangerous technology with plausible potential for human extinction.
2. This scares people.
Dario: We gotta pace the frontier!
Sam: How do you pace a frontier? The frontier's not goin' anywhere. It's right where it was, just go out and explore it!
Dario: Sam, I'm tellin' ya, ya gotta pace it! Things are getting very doomy out there, and Dario's gettin' upset!
“Of course it’s not, we’re pacing!”
When we say the world's GDP grew by X%, what is the point of that growth? Inflation? If the economy grows as a direct effect of humanity growing, I get that. If the economy becomes more efficient and we can not get more with less, I also get that.
But what is the point of just growth, if not simply to show others that I am growing faster than you? At which point this is a meaningless number. What am I missing?
What does "aligned" even mean? Aligned with who? We have no universal code of ethics. Democracies kill and launch wars merely to have cheaper stuff, even when we are already rich. And why would China ever agree to stay in second place? Our society is built on the premise "the smart and powerful dominate". The idea of domination is deeply embedded in our capitalist model.
Or course it is true that powerful AI will empower the average Joe to make a bio-weapon, and that will lead to our ruin. But at the same time, having powerful AI in the hands of a just a few is almost equally as horrific.
But deeply embedded in out national and cultural ethos is to advance science, tech, and material wealth at all costs. We never ask if we have enough. We sacrifice community to advance our careers for ever more.
There is no way out of this one, I'm afraid. Our cultural predispositions and mindset of domination compel us to chase ever more powerful AI as if doing so were a mandate from god.
And the result will be a crisis in so many dimensions it is hard to reason about what will go wrong first and most spectacularly.
We've slid so backward, so quickly.
If we are actually close to ASI then no one in their right mind would say slow down
Maybe they are genuinely sincere, but the timing and the past actions are pointing in other direction.
This is Theranos-level bullshit. Why would you ever put such a thing in writing? (Aside from pumping the IPO, of course.)
Isnt this malware ? Whether it is fanatic or devoted or whatever the anthromorphic terms used to categorize it, malware is malware. You dont call an internet worm "devoted" or "dedicated" or "stubborm". It is software that causes harm, ie, malware. The AI labs are high on their own gas with a god-complex prior to their IPOs. The psy-ops trick is the terminology used to describe AI making it seem larger-than-life.
Additionally if you know your models aren’t going to get that much better AND you want to IPO in the near future, this is exactly what you would say.
There could be an element to truth to it, but it's certainly not the entire story and is just so tiresome at this point.
Also, just out of curiosity, is there any historical precedent for a nascent, fast growing new industry screaming for self regulation?
If you believed it, you would SHUT anthropic or release all models open source.”
And then what? How does that help with slowing down the frontier? Should he shut shop and then grovel Sam’s feet to make it work and become an activist?
Maybe he actually believes the world changing power of AI and hence shoved his entire time into it and half of it has worked out since Anthropic is going to be worth a trillion and he’s terrified of the other half being true too?
You're saying nobody can doubt that it's world destroying because it's potentially world destroying.
> Anthropic is going to be worth a trillion
And we're done here.
The heads of the labs obviously have conflicts of interest to navigate, but the existence of these conflicts alone is not sufficient reason to dismiss all warnings of potential dangers. I, for one, read Dario’s warnings as a good faith expression of his beliefs, one that has cost him and his company among swaths of the public and cast him as a woke extremist/doomer by elements of the government, the right, and the tech industry.
If we even think there is a moderate chance the stakes are half as grave as current lab leadership and employees suggest, it would be deeply foolish to dismiss the warnings as pure self-interested marketing efforts rather than engage directly with the questions. The labs may not be the best positioned to lead these discussions, but certainly these discussions should be happening and taken seriously.
Maybe it's not "groupthink reflexive cynicism" if you feel the need to address the obvious conflict of interest of the AI leaders in each of your paragraphs. Why did they launch this coordinated AI safety campaign, starting with Jacob Coxon's tweet?
Consider the massive power and wealth differentials these companies stand to gain if they "win".
When the other participants have given up all reason and reasonable bounds on power, you'd do well to abandon any pretense of generous interpretation. Now is the time for critical analysis, not faith in the inherent "goodness" of someone whose entire job is presently to make as much money as possible by disrupting literally the entire white collar industry and who stands to gain much more than you or I do, and let's not forget, this outstanding success would never have happened without our work.
Keep in mind this is not a person who thought "wow, this is an existential threat, I'd better not contribute to building this". If anything Dario's past alarm ringing only proves that he's not really doing this in good faith. Otherwise he would have stopped a long time ago. The most generous interpretation of his behavior is that he literally thinks only anthropic is responsible and smart enough to build and control this stuff which...yeah, that should be pretty telling (esp. when you consider their recent security mishaps).
Now, someone is going to say but the investors and obligation to be first; and I would say exactly. The cynicism is well deserved and I think people are tired of what could be suggested is your group think take often called the status quo.
Why do you think so?
First, Dario thinks that OpenAI will continue racing even if he stops, so there is, by his values, no point in stopping. Do you disagree with this, and think he should stop anyway?
Second, what's your take on, for example, Jacob Coxon, who did resign from Anthropic a few days ago after realizing they aren't being responsible? Do you agree that he, at least, does believe in AI risk?
That is to say, I've been places where I tried really hard within teams to change certain things that I thought were broken only to find out that what the leadership said and how they acted were divorced from my and many others experiences. And so I did leave in those instances (and please read this not as I didn't get my way but total dysfunction behind beautiful facades).
So, I do think if he really felt as he felt he'd do something different than ultimately yelling "somebody stop me!".
a) "it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet"
b) "[the CCP] will be in a position to militarily dominate democracies (for example with AI-driven drones)"
Both land flat:
a) Botnets and online malware have existed for decades and there's no reason to think a "super-botnet" is achievable, let alone what they would gain from that (it would really be hurting them more than humans). Further, even the most advanced AI models have so far only managed to post normal cred stealers to public repos, well short of compromising a bank or military with refined security systems.
b) Even if the most sophisticated drone swarms from Ukraine were taken over by an evil AI, they would still not be able to overcome the physical limits of range and mass that would be required to overpower the US decentralized nuclear trident nonetheless that of any of the other nuclear powers.
Concerns of bioweapons similarly seem unlikely in the face of the laws of physics. The world is simply too decentralized and has enough existing adversarial relations for a new actor to wrestle total control. Yet while the negatives ring hollow, the positives are extremely easy to state - if AI researchers find productivity improvements in existing industrial processes to make them 10% more efficient, humans will directly feel and experience the raised standard of living. Even Dario clearly recognizes this in the intro to his article, admitting that humans already die of diseases only a few short years prior to being cured. I for one, would like the AI labs to focus on saving all of the people they can who are suffering and dying today, rather than trying to come up with reasons that they should be allowed to continue suffering and dying.
Call me a conspiracy theorist, but I haven't heard Chinese companies had any kind of unintentional supply chain attack incident like OAI had. All we heard about them so far are humans intentionally doing bad things.
If Anthropic and OpenAI were still seeing exponential or even linear gains from scaling they'd be doing it because the rewards to reaching AGI or SGI before everyone else are basically infinite. If both are talking about slowing down it means there's no known path to AGI so they're both going to push the safety angle as an excuse to slow down training new models and take profit.
How often do you hack on actual LLMs? Or do you just use the chatbot or API for your agents? An LLM without internet access or tools is just as useless as a year ago.
Before December 2025 they were still intelligent code autocomplete or Stack Overflow bots, then they started one-shotting serious long horizon tasks. Now they've just solved a millennium prize problem.
In less than a year.
This is false. Coding agents have been usable since at least May of 2025. I can't speak to earlier than that as May last year was when I personally started using them.
They one-shot tasks for which there's a git clone one-liner, except worse.
My experience with them one shotting tasks is that it usually doesn't work if you try anything ambitious. You need agents iterating. And agents iterating isn't an LLM improvement. I did say tooling got better...
How does he propose that such a thing will work? Are we going to have US AI inspectors in China and vice versa?
Why would China agree to such thing in the first place since this is a winner takes all situation.
If the US slows down or stops altogether, China can continue to work on their AI and overtake the US, if China accelerates and the US keeps its current pace then it can overtake the US.
The only way out is on the contrary for the US to actually go faster and increase its lead so that China is always 6 to 12 months behind and/or reach AGI/ASI first at which point China will most likely develop its own not long after.
This would actually be the best outcome, just like the MAD doctrine contained the spread and usage of nuclear weapons, having two superpowers with AGI would ensure that they can't be used to arm anyone. Unless they escape their sandbox but that is highly theoretical.
Regarding these Embedded Evaluators who are supposed to be neutral: - who controls them? - who has oversight on their decisions? - can their decisions be challenged by the public or a government? - who has the final say whether a model is "compliant" enough? - what does "alignment" mean in this context and who decides if a model is aligned enough?
This is 100% about money. The only way to pace the frontier is to make everyone (read: investors) lose all their money (read: no longer expect returns). Then nobody will pay the GPU bill or pay celebrities 10 million dollar salaries to stay at the hot lab. Suddenly the development is paced, almost like magic.
Conversely, it is hard to see how pacing development makes the current bubble justified, i.e. how development could be significantly paced without investors losing their faith in hot returns at current valuations. Faith in a bubble literally equals money, exactly in the way that loans created by a bank literally equals money. You can't have one without the other.
In fact if the whole industry goes bankrupt and investors are burned bigtime (many trillions wiped), this would spread transnationally, fixing the "if we don't do it, China will" loophole.
OpenAI had it right originally, the idea to be a NON profit and vow to never participate in an arms race. It's too bad that was tossed out the window now that there's money.
Please play the canned laughter. Probably one of the best comedy lines Dario has written.
But I guess he has no choice but acting like this. He has to make it sound like the US companies have so much leading gap that they can slow down as a hare waiting for the tortoise. Otherwise it's going to hurt both Trump's ego and their IPO price.
This is impossible. The capability keeps advancing regardless. More people use AI, that feedback is used for reinforcement, that reinforcement makes the model better. Not just in the US, but for every lab and model. Whether it's distilled or direct reinforcement, same result. You can't keep the whole world from working on AI.
> it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet [..] and that the scale of damage would continue to increase from there if AI becomes more powerful without the necessary guardrails
If true, then what we need isn't guardrails or less-capable AI. We need an internet that isn't fragile. If the infrastructure is vulnerable, the answer isn't to make a law that asks tool-makers to blunt their tools. The answer is to fix the goddamn infrastructure. Today it's almost trivial to take down large parts of the internet (happens by accident all the time). This should've been solved ages ago.
We didn't have the motivation to fix it before, but now we do. But Dario's answer isn't to fix things. It's to hold back progress so we can maintain the status quo (shitty infrastructure) and he can keep his company making billions of dollars. He could be calling for fixing these things. But he'd rather go the easy route, which just happens to advantage his company in the process.
If the US government is really concerned with defense, they need to invest more of their nearly $1T in federal funding towards making the internet safer. They need to do this for us, and other nations, since 1) we depend on the rest of the world for our goods and services, and 2) if other nations are taken down, they can't spend money on our financial and tech services (which are the only industries we have left).
Dario calls for regulation later in the post. If he's okay with government safety regulations for AI software, he should be okay with the same regulations for all software, whether it's AI or not. We need a national software building code, focusing on internet safety.
How exactly? So far AI has accelerated misinformation at scale and wealth concentration.
1: It is ridiculous on the face of it; it does not pass the physics test. They are actually claiming that AI will kill ALL OF HUMANITY (>10% probability) and have not provided a detailed explanation of exactly how they see that happening. Not one.
Publish a paper showing exactly how you kill eight billion people while we all sit around and do nothing watching the first 5, 10, 100, 500 million die on CNN. I mean, as smart as these people are to work on AI they seem to be some of the dumbest people on earth.
In addition to that, all proposals invariably assume we are complete idiots for decades and do nothing to install safety measures (which do not have to involve AI at all in lots of cases) to mitigate.
So, yeah, everyone: Stop working on all cybersecurity projects. Resistance is futile.
2: If everyone at Anthropic truly believes this doomsday vision, they should move to shut down the company immediately and go write software to get more clicks on Facebook or something.
3: Nobody should buy Anthropic's stock when they IPO. Not one person or institution. Why would you provide them with massive amounts of money if they are telling you that they are going to kill all of humanity? What? They are good and everyone else is evil? Please.
I remember when the Y2K zealots were convinced civilization would come to an end at the turn of the clock starting at the end of 1999. "Bat shit crazy" is the only way I can describe that era. I also remember when Al Gore said we would all be dead by now. Again, "Bat shit crazy" and likely with political and financial objectives driving it all.
It seems humanity is susceptible to these crazy cults that grab onto something and just don't let go. I have yet to see one such predictions come true, the proof being that I am writing this and you are reading it. These people are bat-shit-crazy and you should not listen to them or support them.
4: Don't work for them. You'd be killing humanity.
5: No company should use Anthropic's products. They are telling you they are building the human extinction machine. Don't help them succeed.
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Etc.
This is one of the things that really gets me about the ease with which the ignorant media outlets can reach billions of people with complete nonsense these days. And nobody asks even the simplest questions like: How do you actually kill eight billion people? Show your work. Or, why would we just bazooka power plants feeding AI data centers on day 5? Etc. It's FUD at its best. I am sure there are both political and financial reasons for supporting and promoting this nonsense. I won't even venture a guess as to what they might be.
And let's not forget about enemies of the West being thrilled to fund the FUD because, if we set the brakes on development, they will absolutely win. Then what?
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If you care to have a better understanding of what might be going on, watch this:
AI Kills Everybody or Doomer Psyop?
Ok, flagging this as misinformation.
/s
No, he’s more like an avatar with no history placed on the AI stage by the industry itself.
I’d respect a tech blogger’s opinion on the issue more, even if I reference them casually by first name (which you do with “Dario” btw)